FWA
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FOCUS Wealth Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

FOCUS Wealth 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 		$1.07M Buy
43,481
+98
+0.2% +$2.38K 0.49% 40
2026
Q1 		$1.04M Sell
43,383
-1,077
-2% -$26.1K 0.51% 40
2025
Q4 		$1.07M Buy
44,460
+2,124
+5% +$51.4K 0.5% 40
2025
Q3 		$1.01M Buy
42,336
+2,932
+7% +$68.3K 0.49% 40
2025
Q2 		$920K Buy
39,404
+2,135
+6% +$49.8K 0.48% 40
2025
Q1 		$889K Buy
37,269
+3,932
+12% +$96.1K 0.49% 41
2024
Q4 		$823K Sell
33,337
-1,828
-5% -$45.5K 0.44% 40
2024
Q3 		$882K Buy
35,165
+1
+0% +$25 0.44% 40
2024
Q2 		$867K Buy
35,164
+125
+0.4% +$3.08K 0.45% 40
2024
Q1 		$871K Buy
35,039
+15,335
+78% +$383K 0.47% 37
2023
Q4 		$492K Sell
19,704
-1,509
-7% -$35.9K 0.31% 41
2023
Q3 		$498K Hold
21,213
– – 0.35% 44
2023
Q2 		$523K Sell
21,213
-110
-0.5% -$2.71K 0.35% 43
2023
Q1 		$528K Sell
21,323
-200
-0.9% -$4.91K 0.35% 43
2022
Q4 		$520K Hold
21,523
– – 0.36% 39
2022
Q3 		$499K Sell
21,523
-125
-0.6% -$3.06K 0.35% 40
2022
Q2 		$526K Buy
21,648
+425
+2% +$10.5K 0.36% 37
2022
Q1 		$548K Buy
21,223
+840
+4% +$22.6K 0.33% 36
2021
Q4 		$569K Buy
20,383
+1,440
+8% +$40K 0.34% 36
2021
Q3 		$526K Buy
18,943
+420
+2% +$11.8K 0.36% 35
2021
Q2 		$521K Sell
18,523
-1,962
-10% -$55K 0.36% 36
2021
Q1 		$568K Buy
20,485
+230
+1% +$6.41K 0.42% 34
2020
Q4 		$567K Buy
+20,255
New +$561K 0.44% 33

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

FOCUS Wealth Advisors's PWZ Position: Q2 2026 in Review

FOCUS Wealth Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.23% in Q2 2026, buying an estimated $2.38K and bringing the position to 43,481 shares worth $1.07M. The position accounts for 0.49% of the portfolio, ranked #40.

FOCUS Wealth Advisors first reported a position in PWZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q4 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • FOCUS Wealth Advisors held 43,481 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.07M as of Q2 2026.
  • FOCUS Wealth Advisors bought 98 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $2.38K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.49% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • FOCUS Wealth Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • FOCUS Wealth Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.07M in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.