Foresight Capital Management Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Foresight Capital Management 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
2022 Q1	–	Sell	-1,969	Closed	-$55K	–	161
2021 Q4	$55K	Buy	+1,969	New	+$54.8K	0.05%	80

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

Foresight Capital Management Advisors's PWZ Position: Q1 2022 in Review

Foresight Capital Management Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2022, closing a stake of 1,969 shares — an estimated $55K sold.

Foresight Capital Management Advisors first reported a position in PWZ in Q4 2021 and held it in 1 quarter. The position peaked at $55K in Q4 2021. 80 funds tracked by Wall St. Rank hold PWZ as of Q1 2022.

Foresight Capital Management Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Foresight Capital Management Advisors sold 1,969 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $55K.
Foresight Capital Management Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
Foresight Capital Management Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $55K in Q4 2021.
80 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Foresight Capital Management Advisors's 13F filing for Q1 2022, filed 5 May 2022.