GI
PWZ icon

GAMMA Investing’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

GAMMA Investing’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
Q1 		– Sell
-9,642
Closed -$233K – 4208
2025
Q4 		$233K Buy
9,642
+2,412
+33% +$58.4K 0.01% 930
2025
Q3 		$173K Sell
7,230
-4,899
-40% -$114K 0.01% 1081
2025
Q2 		$283K Sell
12,129
-7,583
-38% -$177K 0.02% 700
2025
Q1 		$470K Sell
19,712
-7,481
-28% -$183K 0.04% 448
2024
Q4 		$672K Buy
27,193
+16,484
+154% +$410K 0.06% 291
2024
Q3 		$269K Buy
+10,709
New +$267K 0.03% 503

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 $7.28B AUM 16.22% 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
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return