IFG
PWZ icon

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

Independent Financial Group’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
Q3 		$284K Buy
+12,727
New +$302K 0.01% 1295

Other funds holding PWZ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Independent Financial Group's PWZ Position: Q3 2026 in Review

Independent Financial Group opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2026: 12,727 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #1295 among its holdings.

10 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

  • Independent Financial Group held 12,727 shares of Invesco California AMT-Free Municipal Bond ETF worth $284K as of Q3 2026.
  • Invesco California AMT-Free Municipal Bond ETF was a new Independent Financial Group position in Q3 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1295 holding.
  • 10 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.