Equitable Holdings’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Equitable Holdings’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	$637K	Buy	25,981 +2,725	+12%	+$66.1K	﹤0.01%	1194
2026 Q1	$562K	Buy	23,256 +2,064	+10%	+$50K	﹤0.01%	1206
2025 Q4	$512K	Buy	21,192 +175	+0.8%	+$4.24K	﹤0.01%	1101
2025 Q3	$503K	Buy	21,017 +166	+0.8%	+$3.87K	﹤0.01%	1072
2025 Q2	$487K	Sell	20,851 -10,627	-34%	-$248K	﹤0.01%	1013
2025 Q1	$751K	Buy	+31,478	New	+$769K	0.01%	795

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

Equitable Holdings's PWZ Position: Q2 2026 in Review

Equitable Holdings increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 12% in Q2 2026, buying an estimated $66.1K and bringing the position to 25,981 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Equitable Holdings first reported a position in PWZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $751K in Q1 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Equitable Holdings held 25,981 shares of Invesco California AMT-Free Municipal Bond ETF worth $637K as of Q2 2026.
Equitable Holdings bought 2,725 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $66.1K.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1194 holding.
Equitable Holdings first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Equitable Holdings's Invesco California AMT-Free Municipal Bond ETF position peaked at $751K in Q1 2025.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.