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Elequin Capital’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Elequin Capital’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 		$1.23M Buy
+50,028
New +$1.21M 0.04% 116
2026
Q1 		– Sell
-60,957
Closed -$1.47M – 709
2025
Q4 		$1.47M Buy
60,957
+52,138
+591% +$1.26M 0.11% 49
2025
Q3 		$211K Buy
+8,819
New +$205K 0.01% 101
2025
Q2 		– Sell
-406
Closed -$9.68K – 498
2025
Q1 		$9.68K Buy
+406
New +$9.92K ﹤0.01% 286

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elequin Capital's PWZ Position: Q2 2026 in Review

Elequin Capital opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026: 50,028 shares worth $1.23M. The stake represents 0.04% of the portfolio and ranks #116 among its holdings. This is a return to the name: Elequin Capital previously reported a position in PWZ as recently as Q4 2025.

Elequin Capital first reported a position in PWZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.47M in Q4 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Elequin Capital held 50,028 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.23M as of Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF was a new Elequin Capital position in Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.04% of Elequin Capital's portfolio in Q2 2026, its #116 holding.
  • Elequin Capital first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Elequin Capital's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.47M in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.