FFA
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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
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Farther Finance Advisors's PWZ Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 28% in Q2 2026, buying an estimated $534K and bringing the position to 100,617 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #648.

Farther Finance Advisors first reported a position in PWZ in Q2 2024 and has held it in 9 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Farther Finance Advisors held 100,617 shares of Invesco California AMT-Free Municipal Bond ETF worth $2.47M as of Q2 2026.
  • Farther Finance Advisors bought 22,015 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $534K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #648 holding.
  • Farther Finance Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.