II
PWZ icon

Impact Investors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Impact Investors’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 		$1.08M Buy
45,400
+372
+0.8% +$9.01K 0.75% 30
2025
Q4 		$1.09M Buy
45,028
+1,663
+4% +$40.3K 0.75% 33
2025
Q3 		$1.04M Sell
43,365
-38,066
-47% -$887K 0.68% 35
2025
Q2 		$1.9M Sell
81,431
-7,642
-9% -$178K 1.34% 17
2025
Q1 		$2.12M Sell
89,073
-9,463
-10% -$231K 1.65% 13
2024
Q4 		$2.43M Buy
+98,536
New +$2.45M 1.89% 10

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
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 $7.28B AUM 16.22% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return