DeDora Capital’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

DeDora Capital’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
2019 Q2	–	Sell	-10,995	Closed	-$289K	–	92
2019 Q1	$289K	Hold	10,995	–	–	0.22%	73
2018 Q4	$284K	Hold	10,995	–	–	0.25%	65
2018 Q3	$280K	Hold	10,995	–	–	0.21%	73
2018 Q2	$284K	Hold	10,995	–	–	0.22%	76
2018 Q1	$282K	Buy	10,995 +3,393	+45%	+$87.7K	0.23%	76
2017 Q4	$201K	Buy	+7,602	New	+$199K	0.17%	86

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RMC

Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

DeDora Capital's PWZ Position: Q2 2019 in Review

DeDora Capital sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2019, closing a stake of 10,995 shares — an estimated $289K sold.

DeDora Capital first reported a position in PWZ in Q4 2017 and held it in 6 quarters. The position peaked at $289K in Q1 2019. 50 funds tracked by Wall St. Rank hold PWZ as of Q2 2019.

DeDora Capital reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
DeDora Capital sold 10,995 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2019, an estimated $289K.
DeDora Capital first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2017 and held it in 6 quarters.
DeDora Capital's Invesco California AMT-Free Municipal Bond ETF position peaked at $289K in Q1 2019.
50 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2019.

Based on DeDora Capital's 13F filing for Q2 2019, filed 24 Jul 2019.