Jones Financial Companies
PWZ icon

Jones Financial Companies’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Jones Financial Companies’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
Q1 		$2.85M Buy
120,130
+43,159
+56% +$1.05M ﹤0.01% 1289
2025
Q4 		$1.86M Buy
76,971
+26,652
+53% +$645K ﹤0.01% 984
2025
Q3 		$1.2M Buy
50,319
+7,981
+19% +$186K ﹤0.01% 1068
2025
Q2 		$985K Buy
42,338
+28,780
+212% +$672K ﹤0.01% 1010
2025
Q1 		$323K Buy
13,558
+4,448
+49% +$109K ﹤0.01% 1306
2024
Q4 		$225K Buy
9,110
+4,245
+87% +$106K ﹤0.01% 1301
2024
Q3 		$123K Buy
4,865
+823
+20% +$20.5K ﹤0.01% 1324
2024
Q2 		$99.7K Buy
+4,042
New +$99.6K ﹤0.01% 1046

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return