FPCP
PWZ icon

Fort Point Capital Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Fort Point Capital Partners’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 		$320K Buy
+13,051
New +$316K 0.02% 201

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

Fort Point Capital Partners's PWZ Position: Q2 2026 in Review

Fort Point Capital Partners opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026: 13,051 shares worth $320K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings.

130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Fort Point Capital Partners held 13,051 shares of Invesco California AMT-Free Municipal Bond ETF worth $320K as of Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF was a new Fort Point Capital Partners position in Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.02% of Fort Point Capital Partners's portfolio in Q2 2026, its #201 holding.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.