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Flow Traders U.S.’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Flow Traders U.S.’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 		– Sell
-23,588
Closed -$563K – 1292
2026
Q1 		$563K Sell
23,588
-8,286
-26% -$201K 0.02% 617
2025
Q4 		$770K Buy
+31,874
New +$772K 0.03% 463
2025
Q2 		– Sell
-73,576
Closed -$1.75M – 1177
2025
Q1 		$1.75M Buy
+73,576
New +$1.8M 0.07% 248
2024
Q3 		– Sell
-8,918
Closed -$220K – 1086
2024
Q2 		$220K Sell
8,918
-13,191
-60% -$325K 0.01% 733
2024
Q1 		$550K Buy
+22,109
New +$553K 0.03% 445
2023
Q3 		– Sell
-87,052
Closed -$2.15M – 1117
2023
Q2 		$2.15M Buy
+87,052
New +$2.14M 0.09% 168
2023
Q1 		– Sell
-169,083
Closed -$4.08M – 1075
2022
Q4 		$4.08M Buy
169,083
+148,142
+707% +$3.51M 0.21% 87
2022
Q3 		$485K Sell
20,941
-63,771
-75% -$1.56M 0.03% 510
2022
Q2 		$2.06M Buy
+84,712
New +$2.09M 0.11% 184
2021
Q4 		– Sell
-20,205
Closed -$561K – 1029
2021
Q3 		$561K Buy
20,205
+8,180
+68% +$230K 0.02% 663
2021
Q2 		$338K Sell
12,025
-52,406
-81% -$1.47M 0.02% 707
2021
Q1 		$1.78M Buy
64,431
+54,734
+564% +$1.52M 0.1% 213
2020
Q4 		$272K Sell
9,697
-32,090
-77% -$889K 0.02% 512
2020
Q3 		$1.15M Buy
+41,787
New +$1.16M 0.09% 206

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

Flow Traders U.S.'s PWZ Position: Q2 2026 in Review

Flow Traders U.S. sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026, closing a stake of 23,588 shares — an estimated $563K sold.

Flow Traders U.S. first reported a position in PWZ in Q3 2020 and held it in 14 quarters. The position peaked at $4.08M in Q4 2022. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Flow Traders U.S. reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Flow Traders U.S. sold 23,588 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $563K.
  • Flow Traders U.S. first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2020 and held it in 14 quarters.
  • Flow Traders U.S.'s Invesco California AMT-Free Municipal Bond ETF position peaked at $4.08M in Q4 2022.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Flow Traders U.S.'s 13F filing for Q2 2026, filed 14 Aug 2026.