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

HRT 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	–	Sell	-8,750	Closed	-$211K	–	4549
2025 Q4	$211K	Sell	8,750 -2,707	-24%	-$65.5K	﹤0.01%	2603
2025 Q3	$274K	Buy	+11,457	New	+$267K	﹤0.01%	2230
2025 Q2	–	Sell	-14,334	Closed	-$341K	–	3370
2025 Q1	$341K	Buy	14,334 +3,084	+27%	+$75.3K	﹤0.01%	1707
2024 Q4	$277K	Buy	+11,250	New	+$280K	﹤0.01%	1762

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

HRT Financial's PWZ Position: Q1 2026 in Review

HRT Financial sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2026, closing a stake of 8,750 shares — an estimated $211K sold.

HRT Financial first reported a position in PWZ in Q4 2024 and held it in 4 quarters. The position peaked at $341K in Q1 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

HRT Financial reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 8,750 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $211K.
HRT Financial first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and held it in 4 quarters.
HRT Financial's Invesco California AMT-Free Municipal Bond ETF position peaked at $341K in Q1 2025.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.