EWP
PWZ icon

Elevation Wealth Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Elevation Wealth Partners’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 		$76.7K Buy
3,131
+30
+1% +$727 0.02% 222
2026
Q1 		$74K Buy
3,101
+29
+0.9% +$703 0.03% 192
2025
Q4 		$74.2K Buy
3,072
+28
+0.9% +$678 0.03% 191
2025
Q3 		$72.8K Buy
3,044
+26
+0.9% +$606 0.03% 202
2025
Q2 		$70.4K Buy
3,018
+26
+0.9% +$607 0.03% 201
2025
Q1 		$71.4K Buy
2,992
+25
+0.8% +$611 0.03% 197
2024
Q4 		$73.3K Buy
2,967
+23
+0.8% +$573 0.03% 196
2024
Q3 		$73.8K Buy
2,944
+17
+0.6% +$424 0.03% 189
2024
Q2 		$72.2K Hold
2,927
– – 0.03% 185
2024
Q1 		$72.8K Hold
2,927
– – 0.04% 191
2023
Q4 		$68.7K Hold
2,927
– – 0.04% 182
2023
Q3 		$68.7K Hold
2,927
– – 0.06% 125
2023
Q2 		$72.1K Buy
+2,927
New +$72.1K 0.06% 125

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

Elevation Wealth Partners's PWZ Position: Q2 2026 in Review

Elevation Wealth Partners increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.97% in Q2 2026, buying an estimated $727 and bringing the position to 3,131 shares worth $76.7K. The position accounts for 0.02% of the portfolio, ranked #222.

Elevation Wealth Partners first reported a position in PWZ in Q2 2023 and has held it in 13 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Elevation Wealth Partners held 3,131 shares of Invesco California AMT-Free Municipal Bond ETF worth $76.7K as of Q2 2026.
  • Elevation Wealth Partners bought 30 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $727.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #222 holding.
  • Elevation Wealth Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.