Hennion & Walsh Asset Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Hennion & Walsh Asset Management’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	–	Sell	-99,712	Closed	-$2.41M	–	983
2025 Q4	$2.41M	Buy	99,712 +22,146	+29%	+$536K	0.08%	311
2025 Q3	$1.86M	Buy	77,566 +36,763	+90%	+$856K	0.07%	367
2025 Q2	$952K	Buy	40,803 +7,243	+22%	+$169K	0.04%	506
2025 Q1	$800K	Buy	33,560 +5,461	+19%	+$133K	0.04%	526
2024 Q4	$694K	Buy	28,099 +6,891	+32%	+$172K	0.03%	553
2024 Q3	$532K	Buy	21,208 +3,136	+17%	+$78.3K	0.02%	600
2024 Q2	$446K	Buy	18,072 +6,606	+58%	+$163K	0.02%	617
2024 Q1	$285K	Buy	+11,466	New	+$287K	0.02%	704

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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return