Envestnet Asset Management
PWZ icon

Envestnet Asset Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Envestnet Asset 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
Q1 		$843K Buy
35,313
+4,001
+13% +$96.9K ﹤0.01% 3572
2025
Q4 		$756K Buy
31,312
+574
+2% +$13.9K ﹤0.01% 3436
2025
Q3 		$735K Sell
30,738
-1,635,710
-98% -$38.1M ﹤0.01% 3511
2025
Q2 		$38.9M Buy
1,666,448
+239,883
+17% +$5.6M 0.01% 868
2025
Q1 		$34M Buy
1,426,565
+182,810
+15% +$4.47M 0.01% 882
2024
Q4 		$30.7M Buy
1,243,755
+195,412
+19% +$4.87M 0.01% 943
2024
Q3 		$26.3M Buy
1,048,343
+213,758
+26% +$5.33M 0.01% 1022
2024
Q2 		$20.6M Buy
834,585
+194,154
+30% +$4.78M 0.01% 1113
2024
Q1 		$15.9M Buy
640,431
+198,667
+45% +$4.97M 0.01% 1233
2023
Q4 		$11M Buy
441,764
+243,382
+123% +$5.8M ﹤0.01% 1374
2023
Q3 		$4.66M Buy
198,382
+181,088
+1,047% +$4.4M ﹤0.01% 1849
2023
Q2 		$426K Buy
17,294
+3,373
+24% +$83.1K ﹤0.01% 3295
2023
Q1 		$345K Sell
13,921
-2,610
-16% -$64.1K ﹤0.01% 3370
2022
Q4 		$399K Sell
16,531
-357
-2% -$8.47K ﹤0.01% 3238
2022
Q3 		$391K Buy
16,888
+7,114
+73% +$174K ﹤0.01% 3181
2022
Q2 		$238K Buy
9,774
+612
+7% +$15.1K ﹤0.01% 3486
2022
Q1 		$236K Buy
9,162
+453
+5% +$12.2K ﹤0.01% 3587
2021
Q4 		$243K Buy
8,709
+852
+11% +$23.7K ﹤0.01% 3546
2021
Q3 		$218K Buy
+7,857
New +$221K ﹤0.01% 3462

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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 $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management's PWZ Position: Q1 2026 in Review

Envestnet Asset Management increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 13% in Q1 2026, buying an estimated $96.9K and bringing the position to 35,313 shares worth $843K. The position accounts for ﹤0.01% of the portfolio, ranked #3572.

Envestnet Asset Management first reported a position in PWZ in Q3 2021 and has held it in 19 quarters since. The position peaked at $38.9M in Q2 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Envestnet Asset Management held 35,313 shares of Invesco California AMT-Free Municipal Bond ETF worth $843K as of Q1 2026.
  • Envestnet Asset Management bought 4,001 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $96.9K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3572 holding.
  • Envestnet Asset Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Envestnet Asset Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $38.9M in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.