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	–	319
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

Chatterton & Associates Anaheim, California $170M AUM

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

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return