Dynamic Advisor Solutions’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Dynamic Advisor Solutions’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
2024 Q3	–	Sell	-66,297	Closed	-$1.64M	–	991
2024 Q2	$1.64M	Sell	66,297 -3,703	-5%	-$91.2K	0.05%	337
2024 Q1	$1.74M	Buy	70,000 +10,002	+17%	+$250K	0.06%	326
2023 Q4	$1.5M	Buy	59,998 +49,703	+483%	+$1.18M	0.06%	331
2023 Q3	$242K	Buy	+10,295	New	+$250K	0.01%	723

Other funds holding PWZ

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dynamic Advisor Solutions's PWZ Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2024, closing a stake of 66,297 shares — an estimated $1.64M sold.

Dynamic Advisor Solutions first reported a position in PWZ in Q3 2023 and held it in 4 quarters. The position peaked at $1.74M in Q1 2024. 96 funds tracked by Wall St. Rank hold PWZ as of Q3 2024.

Dynamic Advisor Solutions reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Dynamic Advisor Solutions sold 66,297 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2024, an estimated $1.64M.
Dynamic Advisor Solutions first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2023 and held it in 4 quarters.
Dynamic Advisor Solutions's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.74M in Q1 2024.
96 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.