Farther Finance Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Farther Finance 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 Q3	$6.84M	Buy	306,376 +205,759	+204%	+$4.88M	0.05%	350
2026 Q2	$2.47M	Buy	100,617 +22,015	+28%	+$534K	0.02%	648
2026 Q1	$1.88M	Buy	78,602 +719	+0.9%	+$17.4K	0.02%	676
2025 Q4	$1.88M	Buy	77,883 +69,783	+862%	+$1.69M	0.02%	610
2025 Q3	$194K	Hold	8,100	–	–	﹤0.01%	1626
2025 Q2	$189K	Hold	8,100	–	–	﹤0.01%	1423
2025 Q1	$195K	Hold	8,100	–	–	0.01%	1240
2024 Q4	$200K	Hold	8,100	–	–	0.01%	986
2024 Q3	$203K	Hold	8,100	–	–	0.01%	986
2024 Q2	$200K	Buy	+8,100	New	+$200K	0.01%	834

Other funds holding PWZ

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's PWZ Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 204% in Q3 2026, buying an estimated $4.88M and bringing the position to 306,376 shares worth $6.84M. The position accounts for 0.05% of the portfolio, ranked #350.

Farther Finance Advisors first reported a position in PWZ in Q2 2024 and has held it in 10 quarters since. 10 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

Farther Finance Advisors held 306,376 shares of Invesco California AMT-Free Municipal Bond ETF worth $6.84M as of Q3 2026.
Farther Finance Advisors bought 205,759 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $4.88M.
Invesco California AMT-Free Municipal Bond ETF made up 0.05% of Farther Finance Advisors's portfolio in Q3 2026, its #350 holding.
Farther Finance Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 10 quarters since.
10 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.