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Greykasell Wealth Strategies’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Greykasell Wealth Strategies’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 		$409K Buy
17,118
+8
+0% +$194 0.16% 101
2025
Q4 		$413K Sell
17,110
-10,369
-38% -$251K 0.16% 100
2025
Q3 		$657K Sell
27,479
-15,629
-36% -$364K 0.28% 79
2025
Q2 		$1.01M Buy
43,108
+423
+1% +$9.87K 0.48% 50
2025
Q1 		$1.02M Sell
42,685
-4,560
-10% -$111K 0.54% 50
2024
Q4 		$1.17M Buy
+47,245
New +$1.18M 0.65% 46

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

Greykasell Wealth Strategies's PWZ Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.05% in Q1 2026, buying an estimated $194 and bringing the position to 17,118 shares worth $409K. The position accounts for 0.16% of the portfolio, ranked #101.

Greykasell Wealth Strategies first reported a position in PWZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2024. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Greykasell Wealth Strategies held 17,118 shares of Invesco California AMT-Free Municipal Bond ETF worth $409K as of Q1 2026.
  • Greykasell Wealth Strategies bought 8 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $194.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.16% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #101 holding.
  • Greykasell Wealth Strategies first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.17M in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.