HIF
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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
Q2 		$251K Sell
10,239
-9,800
-49% -$238K 0.05% 79
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 $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

Hill Island Financial's PWZ Position: Q2 2026 in Review

Hill Island Financial reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 49% in Q2 2026, selling an estimated $238K and leaving 10,239 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #79.

Hill Island Financial first reported a position in PWZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $484K in Q4 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Hill Island Financial held 10,239 shares of Invesco California AMT-Free Municipal Bond ETF worth $251K as of Q2 2026.
  • Hill Island Financial sold 9,800 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $238K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.05% of Hill Island Financial's portfolio in Q2 2026, its #79 holding.
  • Hill Island Financial first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Hill Island Financial's Invesco California AMT-Free Municipal Bond ETF position peaked at $484K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Hill Island Financial's 13F filing for Q2 2026, filed 11 Aug 2026.