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

Destination Wealth Management’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
2026 Q1	$807K	Buy	33,816 +3,700	+12%	+$89.6K	0.02%	160
2025 Q4	$728K	Sell	30,116 -28,752	-49%	-$696K	0.02%	163
2025 Q3	$1.41M	Buy	58,868 +23,612	+67%	+$550K	0.04%	131
2025 Q2	$823K	Hold	35,256	–	–	0.02%	140
2025 Q1	$841K	Buy	35,256 +2,897	+9%	+$70.8K	0.03%	138
2024 Q4	$799K	Buy	32,359 +6,241	+24%	+$155K	0.03%	133
2024 Q3	$655K	Buy	26,118 +500	+2%	+$12.5K	0.02%	139
2024 Q2	$632K	Buy	25,618 +10,490	+69%	+$258K	0.02%	138
2024 Q1	$376K	Buy	+15,128	New	+$378K	0.01%	163
2022 Q4	–	Sell	-21,563	Closed	-$500K	–	208
2022 Q3	$500K	Hold	21,563	–	–	0.02%	135
2022 Q2	$524K	Hold	21,563	–	–	0.02%	138
2022 Q1	$556K	Sell	21,563 -5,889	-21%	-$158K	0.02%	131
2021 Q4	$766K	Buy	27,452 +7,738	+39%	+$215K	0.03%	125
2021 Q3	$547K	Sell	19,714 -5,342	-21%	-$150K	0.02%	125
2021 Q2	$704K	Hold	25,056	–	–	0.03%	120
2021 Q1	$693K	Buy	25,056 +6,225	+33%	+$173K	0.03%	117
2020 Q4	$527K	Buy	18,831 +1,189	+7%	+$33K	0.02%	124
2020 Q3	$487K	Hold	17,642	–	–	0.02%	112
2020 Q2	$481K	Hold	17,642	–	–	0.03%	111
2020 Q1	$476K	Sell	17,642 -43	-0.2%	-$1.18K	0.03%	125
2019 Q4	$484K	Sell	17,685 -31	-0.2%	-$847	0.02%	118
2019 Q3	$485K	Buy	17,716 +3,299	+23%	+$90K	0.03%	112
2019 Q2	$387K	Buy	14,417 +7,757	+116%	+$207K	0.02%	112
2019 Q1	$175K	Hold	6,660	–	–	0.01%	147
2018 Q4	$172K	Hold	6,660	–	–	0.01%	151
2018 Q3	$170K	Hold	6,660	–	–	0.01%	166
2018 Q2	$172K	Sell	6,660 -41	-0.6%	-$1.06K	0.01%	147
2018 Q1	$172K	Buy	+6,701	New	+$173K	0.01%	149

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Destination Wealth Management's PWZ Position: Q1 2026 in Review

Destination Wealth Management increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 12% in Q1 2026, buying an estimated $89.6K and bringing the position to 33,816 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #160.

Destination Wealth Management first reported a position in PWZ in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.41M in Q3 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Destination Wealth Management held 33,816 shares of Invesco California AMT-Free Municipal Bond ETF worth $807K as of Q1 2026.
Destination Wealth Management bought 3,700 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $89.6K.
Invesco California AMT-Free Municipal Bond ETF made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #160 holding.
Destination Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2018 and has held it in 28 quarters since.
Destination Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.41M in Q3 2025.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.