JCA
PWZ icon

January Capital Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

January Capital 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
2022
Q2 		$556K Hold
22,843
– – 0.49% 23
2022
Q1 		$556K Buy
22,843
+3,530
+18% +$94.9K 0.49% 23
2021
Q4 		$539K Buy
+19,313
New +$537K 0.43% 33

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

January Capital Advisors's PWZ Position: Q2 2022 in Review

January Capital Advisors held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q2 2022 at 22,843 shares worth $556K. The position accounts for 0.49% of the portfolio, ranked #23.

January Capital Advisors first reported a position in PWZ in Q4 2021 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold PWZ as of Q2 2022.

  • January Capital Advisors held 22,843 shares of Invesco California AMT-Free Municipal Bond ETF worth $556K as of Q2 2022.
  • January Capital Advisors left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q2 2022.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.49% of January Capital Advisors's portfolio in Q2 2022, its #23 holding.
  • January Capital Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2022.

Based on January Capital Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.