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 Q2	$816K	Sell	33,293 -12,107	-27%	-$294K	0.6%	32
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 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

Impact Investors's PWZ Position: Q2 2026 in Review

Impact Investors reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 27% in Q2 2026, selling an estimated $294K and leaving 33,293 shares worth $816K. The position accounts for 0.6% of the portfolio, ranked #32.

Impact Investors first reported a position in PWZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.43M in Q4 2024. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Impact Investors held 33,293 shares of Invesco California AMT-Free Municipal Bond ETF worth $816K as of Q2 2026.
Impact Investors sold 12,107 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $294K.
Invesco California AMT-Free Municipal Bond ETF made up 0.6% of Impact Investors's portfolio in Q2 2026, its #32 holding.
Impact Investors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Impact Investors's Invesco California AMT-Free Municipal Bond ETF position peaked at $2.43M in Q4 2024.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Impact Investors's 13F filing for Q2 2026, filed 31 Jul 2026.