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

EverSource 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 		$31.5K Buy
1,284
+12
+0.9% +$291 ﹤0.01% 2109
2026
Q1 		$30.4K Buy
1,272
+12
+1% +$291 ﹤0.01% 2238
2025
Q4 		$30.4K Buy
1,260
+11
+0.9% +$266 ﹤0.01% 2093
2025
Q3 		$29.9K Buy
1,249
+11
+0.9% +$256 ﹤0.01% 2062
2025
Q2 		$28.9K Buy
1,238
+11
+0.9% +$257 ﹤0.01% 2004
2025
Q1 		$29.3K Buy
+1,227
New +$30K ﹤0.01% 1494

Other funds holding PWZ

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SVWG
Shared Vision Wealth Group Carlsbad, United States $291M AUM 22.01% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.94% in Q2 2026, buying an estimated $291 and bringing the position to 1,284 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

EverSource Wealth Advisors first reported a position in PWZ in Q1 2025 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • EverSource Wealth Advisors held 1,284 shares of Invesco California AMT-Free Municipal Bond ETF worth $31.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 12 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $291.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2109 holding.
  • EverSource Wealth Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.