Hochman Cole Investment Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Hochman Cole Investment 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
2021 Q2	–	Sell	-10,291	Closed	-$285K	–	131
2021 Q1	$285K	Buy	10,291 +50	+0.5%	+$1.39K	0.12%	102
2020 Q4	$287K	Buy	10,241 +49	+0.5%	+$1.36K	0.12%	95
2020 Q3	$281K	Buy	+10,192	New	+$282K	0.14%	93

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

Hochman Cole Investment Advisors's PWZ Position: Q2 2021 in Review

Hochman Cole Investment Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2021, closing a stake of 10,291 shares — an estimated $285K sold.

Hochman Cole Investment Advisors first reported a position in PWZ in Q3 2020 and held it in 3 quarters. The position peaked at $287K in Q4 2020. 75 funds tracked by Wall St. Rank hold PWZ as of Q2 2021.

Hochman Cole Investment Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
Hochman Cole Investment Advisors sold 10,291 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2021, an estimated $285K.
Hochman Cole Investment Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2020 and held it in 3 quarters.
Hochman Cole Investment Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $287K in Q4 2020.
75 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q2 2021, filed 23 Aug 2021.