GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2026
Q2 		$51.3M Buy
2,093,022
+180,046
+9% +$4.37M 1.37% 18
2026
Q1 		$45.7M Buy
1,912,976
+163,109
+9% +$3.95M 1.45% 17
2025
Q4 		$42.3M Buy
1,749,867
+17,061
+1% +$413K 1.48% 18
2025
Q3 		$41.4M Buy
1,732,806
+512,910
+42% +$11.9M 1.42% 17
2025
Q2 		$28.5M Sell
1,219,896
-92,963
-7% -$2.17M 1.1% 24
2025
Q1 		$31.3M Buy
1,312,859
+82,555
+7% +$2.02M 1.41% 20
2024
Q4 		$30.4M Buy
1,230,304
+64,303
+6% +$1.6M 1.32% 21
2024
Q3 		$29.2M Buy
1,166,001
+141,442
+14% +$3.53M 1.35% 20
2024
Q2 		$25.3M Buy
1,024,559
+55,382
+6% +$1.36M 1.27% 23
2024
Q1 		$24.1M Buy
969,177
+106,001
+12% +$2.65M 1.3% 22
2023
Q4 		$21.6M Buy
863,176
+99,008
+13% +$2.36M 1.29% 21
2023
Q3 		$17.9M Buy
764,168
+199,429
+35% +$4.85M 1.22% 23
2023
Q2 		$13.9M Buy
564,739
+277,082
+96% +$6.83M 0.93% 28
2023
Q1 		$7.13M Buy
287,657
+71,856
+33% +$1.77M 0.56% 45
2022
Q4 		$5.21M Sell
215,801
-274,644
-56% -$6.51M 0.46% 53
2022
Q3 		$11.4M Buy
490,445
+115,643
+31% +$2.83M 1.06% 27
2022
Q2 		$9.12M Buy
374,802
+136,564
+57% +$3.36M 0.86% 32
2022
Q1 		$6.15M Sell
238,238
-6,837
-3% -$184K 0.5% 38
2021
Q4 		$6.84M Sell
245,075
-6,873
-3% -$191K 0.54% 39
2021
Q3 		$6.99M Buy
+251,948
New +$7.09M 0.9% 27
2021
Q2 		– Sell
-204,351
Closed -$5.65M – 270
2021
Q1 		$5.65M Buy
204,351
+24,016
+13% +$669K 0.68% 37
2020
Q4 		$5.05M Buy
+180,335
New +$5M 0.7% 34
2020
Q3 		– Sell
-149,128
Closed -$4.07M – 147
2020
Q2 		$4.07M Buy
149,128
+51,200
+52% +$1.38M 0.9% 33
2020
Q1 		$2.64M Buy
97,928
+4,250
+5% +$117K 0.75% 34
2019
Q4 		$2.56M Sell
93,678
-1,017
-1% -$27.8K 0.65% 36
2019
Q3 		$2.59M Buy
94,695
+11,640
+14% +$318K 0.74% 34
2019
Q2 		$2.23M Buy
83,055
+7,392
+10% +$197K 0.65% 37
2019
Q1 		$1.99M Buy
75,663
+2,900
+4% +$75K 0.59% 41
2018
Q4 		$1.88M Buy
72,763
+22,370
+44% +$568K 0.66% 39
2018
Q3 		$1.28M Sell
50,393
-1,000
-2% -$25.8K 0.35% 45
2018
Q2 		$1.33M Sell
51,393
-1,625
-3% -$41.8K 0.4% 44
2018
Q1 		$1.36M Sell
53,018
-11,850
-18% -$306K 0.44% 47
2017
Q4 		$1.71M Sell
64,868
-335
-0.5% -$8.77K 0.59% 41
2017
Q3 		$1.7M Buy
65,203
+3,275
+5% +$85.7K 0.62% 42
2017
Q2 		$1.6M Buy
61,928
+1,100
+2% +$28.4K 0.61% 43
2017
Q1 		$1.54M Buy
60,828
+18,150
+43% +$459K 0.66% 39
2016
Q4 		$1.08M Buy
42,678
+24,608
+136% +$631K 0.57% 43
2016
Q3 		$480K Buy
18,070
+3,500
+24% +$93.7K 0.28% 64
2016
Q2 		$392K Sell
14,570
-700
-5% -$18.6K 0.25% 64
2016
Q1 		$399K Sell
15,270
-480
-3% -$12.5K 0.28% 56
2015
Q4 		$407K Buy
+15,750
New +$403K 0.28% 55

Other funds holding PWZ

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWG
Shared Vision Wealth Group Carlsbad, United States $291M AUM 22.01% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PWZ Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 9.4% in Q2 2026, buying an estimated $4.37M and bringing the position to 2,093,022 shares worth $51.3M. The position accounts for 1.37% of the portfolio, ranked #18.

Gerber Kawasaki Wealth & Investment Management first reported a position in PWZ in Q4 2015 and has held it in 41 quarters since. 66 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 2,093,022 shares of Invesco California AMT-Free Municipal Bond ETF worth $51.3M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 180,046 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $4.37M.
  • Invesco California AMT-Free Municipal Bond ETF made up 1.37% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #18 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2015 and has held it in 41 quarters since.
  • 66 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.