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FSA Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

FSA Wealth Management’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
2025
Q3 		$14.2K Hold
592
– – 0.01% 274
2025
Q2 		$13.8K Buy
+592
New +$13.8K 0.01% 260

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

FSA Wealth Management's PWZ Position: Q3 2025 in Review

FSA Wealth Management held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q3 2025 at 592 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #274.

FSA Wealth Management first reported a position in PWZ in Q2 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold PWZ as of Q3 2025.

  • FSA Wealth Management held 592 shares of Invesco California AMT-Free Municipal Bond ETF worth $14.2K as of Q3 2025.
  • FSA Wealth Management left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q3 2025.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #274 holding.
  • FSA Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.