GC
PWZ icon

Guggenheim Capital’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Guggenheim Capital’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 		$20.5M Buy
856,961
+202,648
+31% +$4.91M 0.16% 127
2025
Q4 		$15.8M Buy
654,313
+207,769
+47% +$5.03M 0.12% 174
2025
Q3 		$10.7M Buy
446,544
+164,116
+58% +$3.82M 0.08% 259
2025
Q2 		$6.59M Buy
282,428
+113,043
+67% +$2.64M 0.05% 353
2025
Q1 		$4.04M Buy
169,385
+54,764
+48% +$1.34M 0.04% 478
2024
Q4 		$2.83M Buy
114,621
+81,797
+249% +$2.04M 0.02% 556
2024
Q3 		$823K Buy
+32,824
New +$819K 0.01% 1184

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 $7.28B AUM 16.22% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return