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

Dimension Capital 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 		$626K Hold
26,232
– – 0.09% 72
2025
Q4 		$634K Hold
26,232
– – 0.09% 69
2025
Q3 		$627K Hold
26,232
– – 0.09% 75
2025
Q2 		$612K Hold
26,232
– – 0.09% 72
2025
Q1 		$626K Hold
26,232
– – 0.11% 63
2024
Q4 		$648K Hold
26,232
– – 0.1% 57
2024
Q3 		$658K Hold
26,232
– – 0.12% 61
2024
Q2 		$647K Hold
26,232
– – 0.13% 58
2024
Q1 		$652K Hold
26,232
– – 0.13% 55
2023
Q4 		$655K Hold
26,232
– – 0.14% 55
2023
Q3 		$616K Buy
+26,232
New +$638K 0.14% 39
2021
Q2 		– Sell
-26,232
Closed -$726K – 112
2021
Q1 		$726K Hold
26,232
– – 0.17% 53
2020
Q4 		$734K Hold
26,232
– – 0.21% 47
2020
Q3 		$724K Hold
26,232
– – 0.23% 47
2020
Q2 		$716K Hold
26,232
– – 0.23% 47
2020
Q1 		$708K Hold
26,232
– – 0.26% 43
2019
Q4 		$717K Hold
26,232
– – 0.21% 54
2019
Q3 		$717K Buy
+26,232
New +$716K 0.24% 49
2018
Q2 		– Sell
-26,232
Closed -$673K – 88
2018
Q1 		$673K Hold
26,232
– – 0.38% 43
2017
Q4 		$692K Hold
26,232
– – 0.43% 37
2017
Q3 		$684K Hold
26,232
– – 0.21% 39
2017
Q2 		$681K Buy
+26,232
New +$676K 0.22% 39

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimension Capital Management's PWZ Position: Q1 2026 in Review

Dimension Capital Management held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q1 2026 at 26,232 shares worth $626K. The position accounts for 0.09% of the portfolio, ranked #72.

Dimension Capital Management first reported a position in PWZ in Q2 2017 and has held it in 22 quarters since. The position peaked at $734K in Q4 2020. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Dimension Capital Management held 26,232 shares of Invesco California AMT-Free Municipal Bond ETF worth $626K as of Q1 2026.
  • Dimension Capital Management left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.09% of Dimension Capital Management's portfolio in Q1 2026, its #72 holding.
  • Dimension Capital Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2017 and has held it in 22 quarters since.
  • Dimension Capital Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $734K in Q4 2020.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

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