FFA
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First Foundation Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

First Foundation 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 		$9.05M Buy
379,319
+50,378
+15% +$1.22M 0.36% 50
2025
Q4 		$7.95M Sell
328,941
-134,891
-29% -$3.27M 0.3% 56
2025
Q3 		$11.1M Sell
463,832
-489,046
-51% -$11.4M 0.41% 44
2025
Q2 		$22.2M Sell
952,878
-162,207
-15% -$3.78M 0.82% 26
2025
Q1 		$26.6M Sell
1,115,085
-237,223
-18% -$5.8M 1.08% 20
2024
Q4 		$33.4M Sell
1,352,308
-152,053
-10% -$3.79M 1.26% 17
2024
Q3 		$37.7M Sell
1,504,361
-53,972
-3% -$1.35M 1.42% 15
2024
Q2 		$38.4M Sell
1,558,333
-123,722
-7% -$3.05M 1.47% 13
2024
Q1 		$41.8M Buy
1,682,055
+470,093
+39% +$11.8M 1.67% 12
2023
Q4 		$30.3M Buy
1,211,962
+40,882
+3% +$974K 1.38% 14
2023
Q3 		$27.5M Buy
1,171,080
+520,876
+80% +$12.7M 1.28% 15
2023
Q2 		$16M Buy
650,204
+639,851
+6,180% +$15.8M 0.69% 39
2023
Q1 		$256K Buy
+10,353
New +$254K 0.01% 321

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
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 $7.29B 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 $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Foundation Advisors's PWZ Position: Q1 2026 in Review

First Foundation Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 15% in Q1 2026, buying an estimated $1.22M and bringing the position to 379,319 shares worth $9.05M. The position accounts for 0.36% of the portfolio, ranked #50.

First Foundation Advisors first reported a position in PWZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $41.8M in Q1 2024. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • First Foundation Advisors held 379,319 shares of Invesco California AMT-Free Municipal Bond ETF worth $9.05M as of Q1 2026.
  • First Foundation Advisors bought 50,378 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $1.22M.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.36% of First Foundation Advisors's portfolio in Q1 2026, its #50 holding.
  • First Foundation Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • First Foundation Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $41.8M in Q1 2024.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.