IP
PWZ icon

Intellectus Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Intellectus Partners’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
2021
Q4 		– Sell
-14,650
Closed -$407K – 286
2021
Q3 		$407K Sell
14,650
-2,428
-14% -$68.3K 0.1% 206
2021
Q2 		$480K Buy
17,078
+82
+0.5% +$2.3K 0.11% 193
2021
Q1 		$470K Buy
16,996
+84
+0.5% +$2.34K 0.13% 184
2020
Q4 		$474K Buy
16,912
+85
+0.5% +$2.36K 0.14% 165
2020
Q3 		$465K Buy
16,827
+2,779
+20% +$76.9K 0.18% 148
2020
Q2 		$383K Buy
+14,048
New +$377K 0.15% 158

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return