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
Q2 		$25.2M Buy
1,027,646
+170,685
+20% +$4.14M 0.16% 119
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 0.11% 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 $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
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
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Guggenheim Capital's PWZ Position: Q2 2026 in Review

Guggenheim Capital increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 20% in Q2 2026, buying an estimated $4.14M and bringing the position to 1,027,646 shares worth $25.2M. The position accounts for 0.16% of the portfolio, ranked #119.

Guggenheim Capital first reported a position in PWZ in Q3 2024 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Guggenheim Capital held 1,027,646 shares of Invesco California AMT-Free Municipal Bond ETF worth $25.2M as of Q2 2026.
  • Guggenheim Capital bought 170,685 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $4.14M.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.16% of Guggenheim Capital's portfolio in Q2 2026, its #119 holding.
  • Guggenheim Capital first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.