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	$4.3M	Buy	175,464 +75,683	+76%	+$1.84M	0.02%	650
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 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

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

Integrated Wealth Concepts increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 76% in Q2 2026, buying an estimated $1.84M and bringing the position to 175,464 shares worth $4.3M. The position accounts for 0.02% of the portfolio, ranked #650.

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

Integrated Wealth Concepts held 175,464 shares of Invesco California AMT-Free Municipal Bond ETF worth $4.3M as of Q2 2026.
Integrated Wealth Concepts bought 75,683 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.84M.
Invesco California AMT-Free Municipal Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #650 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.
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.