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 Q3	$70.5K	Buy	3,162 +31	+1%	+$736	0.02%	278
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's PWZ Position: Q3 2026 in Review

Elevation Wealth Partners increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.99% in Q3 2026, buying an estimated $736 and bringing the position to 3,162 shares worth $70.5K. The position accounts for 0.02% of the portfolio, ranked #278.

Elevation Wealth Partners first reported a position in PWZ in Q2 2023 and has held it in 14 quarters since. The position peaked at $76.7K in Q2 2026. 10 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

Elevation Wealth Partners held 3,162 shares of Invesco California AMT-Free Municipal Bond ETF worth $70.5K as of Q3 2026.
Elevation Wealth Partners bought 31 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $736.
Invesco California AMT-Free Municipal Bond ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #278 holding.
Elevation Wealth Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Invesco California AMT-Free Municipal Bond ETF position peaked at $76.7K in Q2 2026.
10 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.