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

GC Wealth Management RIA’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
Q4 		– Sell
-11,517
Closed -$275K – 780
2025
Q3 		$275K Buy
+11,517
New +$268K 0.01% 731

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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GC Wealth Management RIA's PWZ Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2025, closing a stake of 11,517 shares — an estimated $275K sold.

GC Wealth Management RIA first reported a position in PWZ in Q3 2025 and held it in 1 quarter. The position peaked at $275K in Q3 2025. 128 funds tracked by Wall St. Rank hold PWZ as of Q4 2025.

  • GC Wealth Management RIA reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 11,517 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $275K.
  • GC Wealth Management RIA first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • GC Wealth Management RIA's Invesco California AMT-Free Municipal Bond ETF position peaked at $275K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.