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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GAMMA Investing's PWZ Position: Q1 2026 in Review

GAMMA Investing sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2026, closing a stake of 9,642 shares — an estimated $233K sold.

GAMMA Investing first reported a position in PWZ in Q3 2024 and held it in 6 quarters. The position peaked at $672K in Q4 2024. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

GAMMA Investing reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
GAMMA Investing sold 9,642 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $233K.
GAMMA Investing first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2024 and held it in 6 quarters.
GAMMA Investing's Invesco California AMT-Free Municipal Bond ETF position peaked at $672K in Q4 2024.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on GAMMA Investing's 13F filing for Q1 2026, filed 6 Apr 2026.