F.L. Putnam Investment Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

F.L. Putnam Investment 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
2021 Q3	–	Sell	-11,619	Closed	-$327K	–	414
2021 Q2	$327K	Buy	+11,619	New	+$326K	0.01%	331

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

F.L. Putnam Investment Management's PWZ Position: Q3 2021 in Review

F.L. Putnam Investment Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2021, closing a stake of 11,619 shares — an estimated $327K sold.

F.L. Putnam Investment Management first reported a position in PWZ in Q2 2021 and held it in 1 quarter. The position peaked at $327K in Q2 2021. 68 funds tracked by Wall St. Rank hold PWZ as of Q3 2021.

F.L. Putnam Investment Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
F.L. Putnam Investment Management sold 11,619 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2021, an estimated $327K.
F.L. Putnam Investment Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2021 and held it in 1 quarter.
F.L. Putnam Investment Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $327K in Q2 2021.
68 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2021.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2021, filed 26 Oct 2021.