Ford Financial Group’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Ford Financial Group’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
2022 Q1	–	Sell	-6,784	Closed	-$189	–	406
2021 Q4	$189	Buy	+6,784	New	+$189K	0.04%	107
2021 Q3	–	Sell	-6,708	Closed	-$188K	–	434
2021 Q2	$188K	Buy	+6,708	New	+$188K	0.07%	102
2019 Q4	–	Sell	-8,067	Closed	-$220K	–	96
2019 Q3	$220K	Buy	8,067 +50	+0.6%	+$1.36K	0.14%	76
2019 Q2	$215K	Buy	+8,017	New	+$214K	0.15%	76

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ford Financial Group's PWZ Position: Q1 2022 in Review

Ford Financial Group sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2022, closing a stake of 6,784 shares — an estimated $189 sold.

Ford Financial Group first reported a position in PWZ in Q2 2019 and held it in 4 quarters. The position peaked at $220K in Q3 2019. 80 funds tracked by Wall St. Rank hold PWZ as of Q1 2022.

Ford Financial Group reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 6,784 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $189.
Ford Financial Group first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2019 and held it in 4 quarters.
Ford Financial Group's Invesco California AMT-Free Municipal Bond ETF position peaked at $220K in Q3 2019.
80 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.