Cypress Wealth Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Cypress Wealth Services’s Portfolio PWZ Stock Details PWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-8,038	Closed	-$222K	–	452
2020 Q3	$222K	Buy	+8,038	New	+$222K	0.06%	237

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cypress Wealth Services's PWZ Position: Q4 2023 in Review

Cypress Wealth Services sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2023, closing a stake of 8,660 shares — an estimated $203K sold.

Cypress Wealth Services first reported a position in PWZ in Q1 2019 and held it in 17 quarters. The position peaked at $231K in Q4 2021. 89 funds tracked by Wall St. Rank hold PWZ as of Q4 2023.

Cypress Wealth Services reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Cypress Wealth Services sold 8,660 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2023, an estimated $203K.
Cypress Wealth Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2019 and held it in 17 quarters.
Cypress Wealth Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $231K in Q4 2021.
89 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2023.

Based on Cypress Wealth Services's 13F filing for Q4 2023, filed 11 Jan 2024.