Fidelity Investments
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Fidelity Investments’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Fidelity Investments’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 		$2.72M Buy
110,870
+18,108
+20% +$439K ﹤0.01% 2645
2026
Q1 		$2.21M Sell
92,762
-355
-0.4% -$8.6K ﹤0.01% 2604
2025
Q4 		$2.25M Buy
93,117
+29,714
+47% +$719K ﹤0.01% 2570
2025
Q3 		$1.52M Sell
63,403
-6,548
-9% -$153K ﹤0.01% 2647
2025
Q2 		$1.63M Sell
69,951
-134,850
-66% -$3.15M ﹤0.01% 2562
2025
Q1 		$4.88M Sell
204,801
-23,967
-10% -$586K ﹤0.01% 2153
2024
Q4 		$5.65M Sell
228,768
-44,711
-16% -$1.11M ﹤0.01% 2114
2024
Q3 		$6.86M Sell
273,479
-2,846
-1% -$71K ﹤0.01% 2047
2024
Q2 		$6.82M Sell
276,325
-11,118
-4% -$274K ﹤0.01% 1985
2024
Q1 		$7.15M Sell
287,443
-12,333
-4% -$308K ﹤0.01% 1974
2023
Q4 		$7.49M Sell
299,776
-75,893
-20% -$1.81M ﹤0.01% 1947
2023
Q3 		$8.82M Buy
375,669
+27,469
+8% +$668K ﹤0.01% 1857
2023
Q2 		$8.58M Sell
348,200
-2,293
-0.7% -$56.5K ﹤0.01% 1910
2023
Q1 		$8.68M Sell
350,493
-11,725
-3% -$288K ﹤0.01% 1930
2022
Q4 		$8.74M Buy
362,218
+78,614
+28% +$1.86M ﹤0.01% 1946
2022
Q3 		$6.57M Sell
283,604
-66,874
-19% -$1.64M ﹤0.01% 2076
2022
Q2 		$8.52M Sell
350,478
-262,256
-43% -$6.46M ﹤0.01% 2034
2022
Q1 		$15.8M Buy
612,734
+459,483
+300% +$12.4M ﹤0.01% 1900
2021
Q4 		$4.28M Buy
153,251
+2,383
+2% +$66.3K ﹤0.01% 2403
2021
Q3 		$4.19M Sell
150,868
-2,395
-2% -$67.3K ﹤0.01% 2410
2021
Q2 		$4.31M Buy
153,263
+6,729
+5% +$189K ﹤0.01% 2375
2021
Q1 		$4.05M Sell
146,534
-4,079
-3% -$114K ﹤0.01% 2316
2020
Q4 		$4.22M Sell
150,613
-15,002
-9% -$416K ﹤0.01% 2219
2020
Q3 		$4.57M Buy
165,615
+16,306
+11% +$451K ﹤0.01% 2097
2020
Q2 		$4.08M Buy
149,309
+78,501
+111% +$2.11M ﹤0.01% 2109
2020
Q1 		$1.91M Buy
70,808
+46,981
+197% +$1.29M ﹤0.01% 2197
2019
Q4 		$651K Buy
23,827
+760
+3% +$20.8K ﹤0.01% 2461
2019
Q3 		$631K Buy
23,067
+5,088
+28% +$139K ﹤0.01% 2489
2019
Q2 		$483K Buy
17,979
+469
+3% +$12.5K ﹤0.01% 2539
2019
Q1 		$462K Buy
17,510
+17,509
+1,750,900% +$453K ﹤0.01% 2496
2018
Q4 		$0 Buy
+1
New +$25 ﹤0.01% 4019

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

Fidelity Investments's PWZ Position: Q2 2026 in Review

Fidelity Investments increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 20% in Q2 2026, buying an estimated $439K and bringing the position to 110,870 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Fidelity Investments first reported a position in PWZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.8M in Q1 2022. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Fidelity Investments held 110,870 shares of Invesco California AMT-Free Municipal Bond ETF worth $2.72M as of Q2 2026.
  • Fidelity Investments bought 18,108 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $439K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2645 holding.
  • Fidelity Investments first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Fidelity Investments's Invesco California AMT-Free Municipal Bond ETF position peaked at $15.8M in Q1 2022.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.