HighTower Advisors
PWZ icon

HighTower Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

HighTower Advisors’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 		$3.57M Buy
145,793
+21,923
+18% +$532K ﹤0.01% 1428
2026
Q1 		$2.96M Buy
123,870
+42,489
+52% +$1.03M ﹤0.01% 1491
2025
Q4 		$1.97M Buy
81,381
+5,631
+7% +$136K ﹤0.01% 1678
2025
Q3 		$1.81M Buy
75,750
+12,591
+20% +$293K ﹤0.01% 1692
2025
Q2 		$1.47M Buy
63,159
+1,169
+2% +$27.3K ﹤0.01% 1757
2025
Q1 		$1.48M Buy
61,990
+5,088
+9% +$124K ﹤0.01% 1704
2024
Q4 		$1.41M Buy
56,902
+18,773
+49% +$467K ﹤0.01% 1745
2024
Q3 		$959K Buy
38,129
+475
+1% +$11.9K ﹤0.01% 1946
2024
Q2 		$929K Buy
+37,654
New +$928K ﹤0.01% 1894
2024
Q1 		– Sell
-22,410
Closed -$558K – 3923
2023
Q4 		$558K Sell
22,410
-7,675
-26% -$183K ﹤0.01% 2238
2023
Q3 		$703K Buy
+30,085
New +$731K ﹤0.01% 1986
2021
Q2 		– Sell
-21,382
Closed -$592K – 3342
2021
Q1 		$592K Buy
+21,382
New +$596K ﹤0.01% 1882
2019
Q4 		– Sell
-42,275
Closed -$1.16M – 2502
2019
Q3 		$1.16M Buy
42,275
+16,849
+66% +$460K 0.01% 1112
2019
Q2 		$682K Buy
25,426
+6,765
+36% +$180K ﹤0.01% 1371
2019
Q1 		$491K Buy
18,661
+2,617
+16% +$67.7K ﹤0.01% 1469
2018
Q4 		$414K Sell
16,044
-318
-2% -$8.08K ﹤0.01% 1454
2018
Q3 		$418K Buy
16,362
+667
+4% +$17.2K ﹤0.01% 1544
2018
Q2 		$407K Sell
15,695
-10,672
-40% -$275K ﹤0.01% 1534
2018
Q1 		$676K Sell
26,367
-2,584
-9% -$66.8K 0.01% 1284
2017
Q4 		$764K Sell
28,951
-754
-3% -$19.7K 0.01% 1250
2017
Q3 		$774K Sell
29,705
-1,797
-6% -$47K 0.01% 1224
2017
Q2 		$820K Sell
31,502
-10,319
-25% -$266K 0.01% 1147
2017
Q1 		$1.06M Sell
41,821
-25,309
-38% -$641K 0.01% 1006
2016
Q4 		$1.7M Buy
67,130
+48,326
+257% +$1.24M 0.02% 757
2016
Q3 		$501K Buy
18,804
+7,610
+68% +$204K 0.01% 1247
2016
Q2 		$300K Buy
+11,194
New +$297K ﹤0.01% 1326

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

HighTower Advisors's PWZ Position: Q2 2026 in Review

HighTower Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 18% in Q2 2026, buying an estimated $532K and bringing the position to 145,793 shares worth $3.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

HighTower Advisors first reported a position in PWZ in Q2 2016 and has held it in 26 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • HighTower Advisors held 145,793 shares of Invesco California AMT-Free Municipal Bond ETF worth $3.57M as of Q2 2026.
  • HighTower Advisors bought 21,923 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $532K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1428 holding.
  • HighTower Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2016 and has held it in 26 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.