Gradient Investments’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Gradient Investments’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
2020 Q3	–	Sell	-1,000	Closed	-$27K	–	1203
2020 Q2	$27K	Hold	1,000	–	–	﹤0.01%	479
2020 Q1	$27K	Hold	1,000	–	–	﹤0.01%	456
2019 Q4	$27K	Hold	1,000	–	–	﹤0.01%	518
2019 Q3	$27K	Hold	1,000	–	–	﹤0.01%	481
2019 Q2	$27K	Hold	1,000	–	–	﹤0.01%	467
2019 Q1	$26K	Hold	1,000	–	–	﹤0.01%	416
2018 Q4	$26K	Hold	1,000	–	–	﹤0.01%	426
2018 Q3	$26K	Hold	1,000	–	–	﹤0.01%	451
2018 Q2	$26K	Hold	1,000	–	–	﹤0.01%	441
2018 Q1	$26K	Hold	1,000	–	–	﹤0.01%	435
2017 Q4	$26K	Buy	+1,000	New	+$26.2K	﹤0.01%	431

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Gradient Investments's PWZ Position: Q3 2020 in Review

Gradient Investments sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2020, closing a stake of 1,000 shares — an estimated $27K sold.

Gradient Investments first reported a position in PWZ in Q4 2017 and held it in 11 quarters. The position peaked at $27K in Q2 2020. 64 funds tracked by Wall St. Rank hold PWZ as of Q3 2020.

Gradient Investments reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
Gradient Investments sold 1,000 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2020, an estimated $27K.
Gradient Investments first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2017 and held it in 11 quarters.
Gradient Investments's Invesco California AMT-Free Municipal Bond ETF position peaked at $27K in Q2 2020.
64 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2020.

Based on Gradient Investments's 13F filing for Q3 2020, filed 6 Oct 2020.