IFP Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

IFP 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
2025 Q3	–	Sell	-287	Closed	-$6.7K	–	4913
2025 Q2	$6.7K	Hold	287	–	–	﹤0.01%	3167
2025 Q1	$6.84K	Hold	287	–	–	﹤0.01%	2712
2024 Q4	$7.09K	Hold	287	–	–	﹤0.01%	2675
2024 Q3	$7.2K	Hold	287	–	–	﹤0.01%	2546
2024 Q2	$7.08K	Hold	287	–	–	﹤0.01%	2455
2024 Q1	$7.14K	Hold	287	–	–	﹤0.01%	2352
2023 Q4	$7.17K	Hold	287	–	–	﹤0.01%	2301
2023 Q3	$6.74K	Buy	+287	New	+$6.98K	﹤0.01%	2408
2022 Q3	–	Hold	0	–	–	–	4653
2022 Q2	–	Hold	0	–	–	–	4425
2022 Q1	–	Hold	0	–	–	–	4423
2017 Q4	–	Sell	-1,808	Closed	-$47K	–	4051
2017 Q3	$47K	Hold	1,808	–	–	﹤0.01%	2028
2017 Q2	$47K	Sell	1,808 -725	-29%	-$18.7K	﹤0.01%	2009
2017 Q1	$64K	Sell	2,533 -1,000	-28%	-$25.3K	﹤0.01%	1776
2016 Q4	$89K	Buy	3,533 +1,808	+105%	+$46.4K	﹤0.01%	1525
2016 Q3	$46K	Sell	1,725 -200	-10%	-$5.36K	﹤0.01%	1871
2016 Q2	$52K	Buy	+1,925	New	+$51K	﹤0.01%	1740
2016 Q1	–	Sell	-2,550	Closed	-$66K	–	3184
2015 Q4	$66K	Buy	+2,550	New	+$65.2K	﹤0.01%	1438

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 $7.29B AUM 16.22% 1-Year Est. Return

SWP

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FFA

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

IFP Advisors's PWZ Position: Q3 2025 in Review

IFP Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2025, closing a stake of 287 shares — an estimated $6.7K sold.

IFP Advisors first reported a position in PWZ in Q4 2015 and held it in 15 quarters. The position peaked at $89K in Q4 2016. 119 funds tracked by Wall St. Rank hold PWZ as of Q3 2025.

IFP Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
IFP Advisors sold 287 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $6.7K.
IFP Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2015 and held it in 15 quarters.
IFP Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $89K in Q4 2016.
119 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.