FFA
PWZ icon

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
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

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Mercer Global Advisors
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GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return