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 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 $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

Dynamic Wealth Strategies's PWZ Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 16% in Q1 2026, selling an estimated $21.6K and leaving 4,849 shares worth $116K. The position accounts for 0.07% of the portfolio, ranked #112.

Dynamic Wealth Strategies first reported a position in PWZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $954K in Q1 2024. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Dynamic Wealth Strategies held 4,849 shares of Invesco California AMT-Free Municipal Bond ETF worth $116K as of Q1 2026.
Dynamic Wealth Strategies sold 892 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $21.6K.
Invesco California AMT-Free Municipal Bond ETF made up 0.07% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #112 holding.
Dynamic Wealth Strategies first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's Invesco California AMT-Free Municipal Bond ETF position peaked at $954K in Q1 2024.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.