Goldman Sachs
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Goldman Sachs’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Goldman Sachs’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
-45,193
Closed -$1.09M – 6886
2025
Q4 		$1.09M Sell
45,193
-417,490
-90% -$10.1M ﹤0.01% 5079
2025
Q3 		$11.1M Buy
+462,683
New +$10.8M ﹤0.01% 2862
2018
Q1 		– Sell
-26,930
Closed -$710K – 6290
2017
Q4 		$710K Buy
+26,930
New +$705K ﹤0.01% 4558

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
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 $8.53B AUM 21.43% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs's PWZ Position: Q1 2026 in Review

Goldman Sachs sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2026, closing a stake of 45,193 shares — an estimated $1.09M sold.

Goldman Sachs first reported a position in PWZ in Q4 2017 and held it in 3 quarters. The position peaked at $11.1M in Q3 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Goldman Sachs reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Goldman Sachs sold 45,193 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $1.09M.
  • Goldman Sachs first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2017 and held it in 3 quarters.
  • Goldman Sachs's Invesco California AMT-Free Municipal Bond ETF position peaked at $11.1M in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.