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Integrated Wealth Concepts’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Integrated Wealth Concepts’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 		$2.36M Sell
96,135
-3,646
-4% -$88.4K 0.02% 771
2026
Q1 		$2.38M Buy
99,781
+61,973
+164% +$1.5M 0.02% 693
2025
Q4 		$913K Sell
37,808
-10,410
-22% -$252K 0.01% 809
2025
Q3 		$1.15M Buy
48,218
+9,624
+25% +$224K 0.01% 909
2025
Q2 		$901K Buy
38,594
+2,275
+6% +$53.1K 0.01% 978
2025
Q1 		$866K Buy
+36,319
New +$887K 0.01% 888

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's PWZ Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 3.7% in Q2 2026, selling an estimated $88.4K and leaving 96,135 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #771.

Integrated Wealth Concepts first reported a position in PWZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.38M in Q1 2026. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Integrated Wealth Concepts held 96,135 shares of Invesco California AMT-Free Municipal Bond ETF worth $2.36M as of Q2 2026.
  • Integrated Wealth Concepts sold 3,646 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $88.4K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #771 holding.
  • Integrated Wealth Concepts first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Invesco California AMT-Free Municipal Bond ETF position peaked at $2.38M in Q1 2026.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.