JWCA
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J.W. Cole Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

J.W. Cole Advisors’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
2020
Q4 		– Sell
-38,996
Closed -$1.08M – 830
2020
Q3 		$1.08M Buy
+38,996
New +$1.08M 0.08% 242

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $777B AUM 61.18% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

J.W. Cole Advisors's PWZ Position: Q4 2020 in Review

J.W. Cole Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2020, closing a stake of 38,996 shares — an estimated $1.08M sold.

J.W. Cole Advisors first reported a position in PWZ in Q3 2020 and held it in 1 quarter. The position peaked at $1.08M in Q3 2020. 70 funds tracked by Wall St. Rank hold PWZ as of Q4 2020.

  • J.W. Cole Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 38,996 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2020, an estimated $1.08M.
  • J.W. Cole Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2020 and held it in 1 quarter.
  • J.W. Cole Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.08M in Q3 2020.
  • 70 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.