Fisher Asset Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Fisher Asset Management’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	$551K	Sell	22,461 -647	-3%	-$15.7K	﹤0.01%	792
2026 Q1	$552K	Buy	23,108 +1,108	+5%	+$26.8K	﹤0.01%	766
2025 Q4	$532K	Hold	22,000	–	–	﹤0.01%	771
2025 Q3	$526K	Sell	22,000 -4,000	-15%	-$93.2K	﹤0.01%	773
2025 Q2	$607K	Hold	26,000	–	–	﹤0.01%	759
2025 Q1	$620K	Hold	26,000	–	–	﹤0.01%	754
2024 Q4	$642K	Hold	26,000	–	–	﹤0.01%	733
2024 Q3	$652K	Hold	26,000	–	–	﹤0.01%	719
2024 Q2	$641K	Hold	26,000	–	–	﹤0.01%	745
2024 Q1	$647K	Hold	26,000	–	–	﹤0.01%	743
2023 Q4	$649K	Hold	26,000	–	–	﹤0.01%	742
2023 Q3	$610K	Sell	26,000 -391	-1%	-$9.5K	﹤0.01%	823
2023 Q2	$650K	Buy	26,391 +391	+2%	+$9.63K	﹤0.01%	840
2023 Q1	$644K	Hold	26,000	–	–	﹤0.01%	820
2022 Q4	$628K	Buy	+26,000	New	+$617K	﹤0.01%	817

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWG

Shared Vision Wealth Group Carlsbad, United States $291M AUM 22.01% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Chatterton & Associates Anaheim, California $170M AUM

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fisher Asset Management's PWZ Position: Q2 2026 in Review

Fisher Asset Management reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 2.8% in Q2 2026, selling an estimated $15.7K and leaving 22,461 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Fisher Asset Management first reported a position in PWZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $652K in Q3 2024. 67 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Fisher Asset Management held 22,461 shares of Invesco California AMT-Free Municipal Bond ETF worth $551K as of Q2 2026.
Fisher Asset Management sold 647 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $15.7K.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #792 holding.
Fisher Asset Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
Fisher Asset Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $652K in Q3 2024.
67 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.