HAS
PWZ icon

HBW Advisory Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

HBW Advisory Services’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
2022
Q1 		– Sell
-7,990
Closed -$223K – 263
2021
Q4 		$223K Buy
7,990
+32
+0.4% +$890 0.05% 239
2021
Q3 		$221K Sell
7,958
-43
-0.5% -$1.21K 0.06% 230
2021
Q2 		$225K Sell
8,001
-3,458
-30% -$96.9K 0.06% 222
2021
Q1 		$317K Buy
11,459
+788
+7% +$22K 0.08% 184
2020
Q4 		$299K Buy
10,671
+17
+0.2% +$471 0.09% 166
2020
Q3 		$294K Buy
10,654
+302
+3% +$8.36K 0.12% 146
2020
Q2 		$283K Buy
+10,352
New +$278K 0.13% 144
2020
Q1 		– Sell
-7,589
Closed -$209K – 136
2019
Q4 		$209K Buy
+7,589
New +$207K 0.12% 131

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return