DB Wealth Management Group’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

DB Wealth Management Group’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
2022 Q4	–	Sell	-1,446	Closed	-$33K	–	374
2022 Q3	$33K	Buy	1,446 +9	+0.6%	+$220	0.02%	182
2022 Q2	$35K	Buy	1,437 +8	+0.6%	+$197	0.02%	182
2022 Q1	$37K	Buy	1,429 +8	+0.6%	+$215	0.02%	192
2021 Q4	$40K	Buy	1,421 +8	+0.6%	+$222	0.02%	177
2021 Q3	$39K	Buy	1,413 +8	+0.6%	+$225	0.03%	178
2021 Q2	$40K	Buy	1,405 +8	+0.6%	+$224	0.03%	170
2021 Q1	$39K	Buy	1,397 +8	+0.6%	+$223	0.03%	175
2020 Q4	$39K	Buy	+1,389	New	+$38.5K	0.03%	166

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GKWIM

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DB Wealth Management Group's PWZ Position: Q4 2022 in Review

DB Wealth Management Group sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2022, closing a stake of 1,446 shares — an estimated $33K sold.

DB Wealth Management Group first reported a position in PWZ in Q4 2020 and held it in 8 quarters. The position peaked at $40K in Q4 2021. 69 funds tracked by Wall St. Rank hold PWZ as of Q4 2022.

DB Wealth Management Group reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
DB Wealth Management Group sold 1,446 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2022, an estimated $33K.
DB Wealth Management Group first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2020 and held it in 8 quarters.
DB Wealth Management Group's Invesco California AMT-Free Municipal Bond ETF position peaked at $40K in Q4 2021.
69 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2022.

Based on DB Wealth Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.