Gateway Wealth Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Gateway Wealth 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 Q1	$239K	Buy	+10,000	New	+$242K	0.01%	838

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gateway Wealth Partners's PWZ Position: Q1 2026 in Review

Gateway Wealth Partners opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2026: 10,000 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #838 among its holdings.

127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Gateway Wealth Partners held 10,000 shares of Invesco California AMT-Free Municipal Bond ETF worth $239K as of Q1 2026.
Invesco California AMT-Free Municipal Bond ETF was a new Gateway Wealth Partners position in Q1 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.01% of Gateway Wealth Partners's portfolio in Q1 2026, its #838 holding.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.