Dynamic Wealth Strategies’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Dynamic Wealth Strategies’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 Q3	$119K	Buy	5,336 +196	+4%	+$4.65K	0.06%	109
2026 Q2	$126K	Buy	5,140 +291	+6%	+$7.06K	0.07%	110
2026 Q1	$116K	Sell	4,849 -892	-16%	-$21.6K	0.07%	112
2025 Q4	$139K	Sell	5,741 -1,257	-18%	-$30.4K	0.08%	100
2025 Q3	$167K	Sell	6,998 -2,719	-28%	-$63.3K	0.11%	82
2025 Q2	$227K	Sell	9,717 -24,552	-72%	-$573K	0.16%	61
2025 Q1	$817K	Hold	34,269	–	–	0.68%	27
2024 Q4	$846K	Sell	34,269 -1,354	-4%	-$33.7K	0.75%	24
2024 Q3	$893K	Sell	35,623 -2,418	-6%	-$60.3K	0.73%	24
2024 Q2	$938K	Sell	38,041 -303	-0.8%	-$7.46K	0.81%	22
2024 Q1	$954K	Buy	38,344 +33,657	+718%	+$842K	0.82%	23
2023 Q4	$117K	Buy	+4,687	New	+$112K	0.11%	85

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return

Shared Vision Wealth Group Carlsbad, United States $286M AUM 13.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Dynamic Wealth Strategies's PWZ Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 3.8% in Q3 2026, buying an estimated $4.65K and bringing the position to 5,336 shares worth $119K. The position accounts for 0.06% of the portfolio, ranked #109.

Dynamic Wealth Strategies first reported a position in PWZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $954K in Q1 2024. 68 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

Dynamic Wealth Strategies held 5,336 shares of Invesco California AMT-Free Municipal Bond ETF worth $119K as of Q3 2026.
Dynamic Wealth Strategies bought 196 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $4.65K.
Invesco California AMT-Free Municipal Bond ETF made up 0.06% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #109 holding.
Dynamic Wealth Strategies first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
Dynamic Wealth Strategies's Invesco California AMT-Free Municipal Bond ETF position peaked at $954K in Q1 2024.
68 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.