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

Chatterton & Associates Anaheim, California $170M AUM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return