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 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 $52B AUM 24.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynamic Wealth Strategies's PWZ Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 6% in Q2 2026, buying an estimated $7.06K and bringing the position to 5,140 shares worth $126K. The position accounts for 0.07% of the portfolio, ranked #110.

Dynamic Wealth Strategies first reported a position in PWZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $954K in Q1 2024. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Dynamic Wealth Strategies held 5,140 shares of Invesco California AMT-Free Municipal Bond ETF worth $126K as of Q2 2026.
Dynamic Wealth Strategies bought 291 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $7.06K.
Invesco California AMT-Free Municipal Bond ETF made up 0.07% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #110 holding.
Dynamic Wealth Strategies first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Invesco California AMT-Free Municipal Bond ETF position peaked at $954K in Q1 2024.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.