HIF
PWZ icon

Hill Island Financial’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Hill Island Financial’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 		$478K Hold
20,039
– – 0.12% 46
2025
Q4 		$484K Buy
+20,039
New +$485K 0.12% 48
2025
Q3 		– Sell
-8,858
Closed -$207K – 79
2025
Q2 		$207K Buy
8,858
+26
+0.3% +$607 0.06% 75
2025
Q1 		$211K Buy
8,832
+73
+0.8% +$1.78K 0.06% 56
2024
Q4 		$216K Buy
+8,759
New +$218K 0.06% 70

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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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 $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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hill Island Financial's PWZ Position: Q1 2026 in Review

Hill Island Financial held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q1 2026 at 20,039 shares worth $478K. The position accounts for 0.12% of the portfolio, ranked #46.

Hill Island Financial first reported a position in PWZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $484K in Q4 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Hill Island Financial held 20,039 shares of Invesco California AMT-Free Municipal Bond ETF worth $478K as of Q1 2026.
  • Hill Island Financial left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.12% of Hill Island Financial's portfolio in Q1 2026, its #46 holding.
  • Hill Island Financial first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Hill Island Financial's Invesco California AMT-Free Municipal Bond ETF position peaked at $484K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.