DFPG Investments’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

DFPG Investments’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
2023 Q4	$1.46M	Buy	+58,520	New	+$1.39M	0.11%	176

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

DFPG Investments's PWZ Position: Q4 2023 in Review

DFPG Investments opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2023: 58,520 shares worth $1.46M. The stake represents 0.11% of the portfolio and ranks #176 among its holdings.

89 funds tracked by Wall St. Rank hold PWZ as of Q4 2023.

DFPG Investments held 58,520 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.46M as of Q4 2023.
Invesco California AMT-Free Municipal Bond ETF was a new DFPG Investments position in Q4 2023.
Invesco California AMT-Free Municipal Bond ETF made up 0.11% of DFPG Investments's portfolio in Q4 2023, its #176 holding.
89 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.