GSWM
PWZ icon

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

Golden State Wealth 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 		$13.3K Hold
543
– – ﹤0.01% 1047
2026
Q1 		$13K Sell
543
-1,021
-65% -$24.7K ﹤0.01% 1031
2025
Q4 		$37.8K Sell
1,564
-100
-6% -$2.42K ﹤0.01% 757
2025
Q3 		$39.8K Sell
1,664
-157
-9% -$3.66K ﹤0.01% 730
2025
Q2 		$42.5K Hold
1,821
– – 0.01% 684
2025
Q1 		$43.4K Sell
1,821
-86
-5% -$2.1K 0.01% 621
2024
Q4 		$47.1K Buy
+1,907
New +$47.5K 0.01% 588

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's PWZ Position: Q2 2026 in Review

Golden State Wealth Management held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q2 2026 at 543 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Golden State Wealth Management first reported a position in PWZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.1K in Q4 2024. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Golden State Wealth Management held 543 shares of Invesco California AMT-Free Municipal Bond ETF worth $13.3K as of Q2 2026.
  • Golden State Wealth Management left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1047 holding.
  • Golden State Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $47.1K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.