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Eagle Global Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Eagle Global Advisors’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
2021
Q4 		– Sell
-7,500
Closed -$208K – 274
2021
Q3 		$208K Sell
7,500
-2,500
-25% -$70.3K 0.01% 235
2021
Q2 		$281K Buy
+10,000
New +$280K 0.02% 218

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Global Advisors's PWZ Position: Q4 2021 in Review

Eagle Global Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2021, closing a stake of 7,500 shares — an estimated $208K sold.

Eagle Global Advisors first reported a position in PWZ in Q2 2021 and held it in 2 quarters. The position peaked at $281K in Q2 2021. 73 funds tracked by Wall St. Rank hold PWZ as of Q4 2021.

  • Eagle Global Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Eagle Global Advisors sold 7,500 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2021, an estimated $208K.
  • Eagle Global Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2021 and held it in 2 quarters.
  • Eagle Global Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $281K in Q2 2021.
  • 73 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2021.

Based on Eagle Global Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.