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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HBW Advisory Services's PWZ Position: Q1 2022 in Review

HBW Advisory Services sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2022, closing a stake of 7,990 shares — an estimated $223K sold.

HBW Advisory Services first reported a position in PWZ in Q4 2019 and held it in 8 quarters. The position peaked at $317K in Q1 2021. 80 funds tracked by Wall St. Rank hold PWZ as of Q1 2022.

HBW Advisory Services reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
HBW Advisory Services sold 7,990 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $223K.
HBW Advisory Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2019 and held it in 8 quarters.
HBW Advisory Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $317K in Q1 2021.
80 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2022.

Based on HBW Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.