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PWZ icon

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

Harbour 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
2025
Q4 		– Sell
-407
Closed -$9.73K – 3989
2025
Q3 		$9.73K Hold
407
– – ﹤0.01% 2706
2025
Q2 		$9.5K Hold
407
– – ﹤0.01% 2604
2025
Q1 		$9.71K Buy
+407
New +$9.94K ﹤0.01% 2535
2023
Q2 		– Sell
-1
Closed -$25 – 3099
2023
Q1 		$25 Hold
1
– – ﹤0.01% 2971
2022
Q4 		$24 Buy
+1
New +$24 ﹤0.01% 2974

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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harbour Investments's PWZ Position: Q4 2025 in Review

Harbour Investments sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2025, closing a stake of 407 shares — an estimated $9.73K sold.

Harbour Investments first reported a position in PWZ in Q4 2022 and held it in 5 quarters. The position peaked at $9.73K in Q3 2025. 128 funds tracked by Wall St. Rank hold PWZ as of Q4 2025.

  • Harbour Investments reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Harbour Investments sold 407 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $9.73K.
  • Harbour Investments first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2022 and held it in 5 quarters.
  • Harbour Investments's Invesco California AMT-Free Municipal Bond ETF position peaked at $9.73K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Harbour Investments's 13F filing for Q4 2025, filed 9 Feb 2026.