Householder Group Estate & Retirement Specialist’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q2	–	Sell	-665	Closed	-$16.5K	–	1307
2024 Q1	$16.5K	Hold	665	–	–	﹤0.01%	712
2023 Q4	$16K	Hold	665	–	–	0.01%	680
2023 Q3	$15.6K	Buy	+665	New	+$16.2K	0.01%	690

Other funds holding PWZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMA

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

GKWIM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PWZ Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2024, closing a stake of 665 shares — an estimated $16.5K sold.

Householder Group Estate & Retirement Specialist first reported a position in PWZ in Q3 2023 and held it in 3 quarters. The position peaked at $16.5K in Q1 2024. 95 funds tracked by Wall St. Rank hold PWZ as of Q2 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 665 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2024, an estimated $16.5K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2023 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's Invesco California AMT-Free Municipal Bond ETF position peaked at $16.5K in Q1 2024.
95 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.