EP Wealth Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

EP Wealth Advisors’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	$19.3M	Buy	788,637 +37,079	+5%	+$899K	0.07%	186
2026 Q1	$17.9M	Buy	751,558 +13,992	+2%	+$339K	0.09%	148
2025 Q4	$17.8M	Buy	+737,566	New	+$17.9M	0.09%	142
2025 Q2	$19.5M	Sell	834,086 -33,310	-4%	-$777K	0.13%	129
2025 Q1	$20.7M	Buy	867,396 +30,827	+4%	+$753K	0.17%	105
2024 Q4	$20.7M	Buy	836,569 +63,174	+8%	+$1.57M	0.17%	99
2024 Q3	$19.4M	Buy	773,395 +12,990	+2%	+$324K	0.17%	107
2024 Q2	$18.8M	Sell	760,405 -939	-0.1%	-$23.1K	0.2%	92
2024 Q1	$18.9M	Sell	761,344 -34,261	-4%	-$857K	0.22%	84
2023 Q4	$19.9M	Buy	+795,605	New	+$19M	0.25%	79
2022 Q4	–	Sell	-146,399	Closed	-$3.39M	–	639
2022 Q3	$3.39M	Buy	146,399 +41,247	+39%	+$1.01M	0.08%	142
2022 Q2	$2.56M	Buy	105,152 +86,728	+471%	+$2.14M	0.06%	174
2022 Q1	$475K	Buy	+18,424	New	+$495K	0.01%	392

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

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

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

EP Wealth Advisors's PWZ Position: Q2 2026 in Review

EP Wealth Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 4.9% in Q2 2026, buying an estimated $899K and bringing the position to 788,637 shares worth $19.3M. The position accounts for 0.07% of the portfolio, ranked #186.

EP Wealth Advisors first reported a position in PWZ in Q1 2022 and has held it in 13 quarters since. The position peaked at $20.7M in Q1 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

EP Wealth Advisors held 788,637 shares of Invesco California AMT-Free Municipal Bond ETF worth $19.3M as of Q2 2026.
EP Wealth Advisors bought 37,079 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $899K.
Invesco California AMT-Free Municipal Bond ETF made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #186 holding.
EP Wealth Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2022 and has held it in 13 quarters since.
EP Wealth Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $20.7M in Q1 2025.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.