Elmwood Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Elmwood Wealth Management’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	$3.46M	Sell	141,077 -835	-0.6%	-$20.2K	0.86%	44
2026 Q1	$3.39M	Buy	141,912 +13,237	+10%	+$321K	0.94%	40
2025 Q4	$3.11M	Buy	128,675 +4,311	+3%	+$104K	0.98%	41
2025 Q3	$2.97M	Buy	124,364 +99,289	+396%	+$2.31M	1.05%	38
2025 Q2	$585K	Buy	25,075 +650	+3%	+$15.2K	0.23%	90
2025 Q1	$583K	Buy	+24,425	New	+$597K	0.24%	88
2020 Q2	–	Sell	-93	Closed	-$2.39K	–	317
2020 Q1	$2.39K	Buy	+93	New	+$2.55K	﹤0.01%	253
2019 Q3	–	Sell	-222	Closed	-$6K	–	277
2019 Q2	$6K	Buy	222 +86	+63%	+$2.29K	0.01%	223
2019 Q1	$4K	Buy	136 +47	+53%	+$1.22K	﹤0.01%	241
2018 Q4	$2K	Sell	89 -2	-2%	-$51	﹤0.01%	277
2018 Q3	$2.32K	Sell	91 -1	-1%	-$26	﹤0.01%	259
2018 Q2	$2.38K	Sell	92 -1	-1%	-$26	﹤0.01%	251
2018 Q1	$2.39K	Buy	+93	New	+$2.4K	﹤0.01%	253

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elmwood Wealth Management's PWZ Position: Q2 2026 in Review

Elmwood Wealth Management reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.59% in Q2 2026, selling an estimated $20.2K and leaving 141,077 shares worth $3.46M. The position accounts for 0.86% of the portfolio, ranked #44.

Elmwood Wealth Management first reported a position in PWZ in Q1 2018 and has held it in 13 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Elmwood Wealth Management held 141,077 shares of Invesco California AMT-Free Municipal Bond ETF worth $3.46M as of Q2 2026.
Elmwood Wealth Management sold 835 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $20.2K.
Invesco California AMT-Free Municipal Bond ETF made up 0.86% of Elmwood Wealth Management's portfolio in Q2 2026, its #44 holding.
Elmwood Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2018 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 Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.