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
Q2 		$3.02M Buy
123,367
+3,237
+3% +$78.5K ﹤0.01% 1407
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

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies's PWZ Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 2.7% in Q2 2026, buying an estimated $78.5K and bringing the position to 123,367 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Jones Financial Companies first reported a position in PWZ in Q2 2024 and has held it in 9 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Jones Financial Companies held 123,367 shares of Invesco California AMT-Free Municipal Bond ETF worth $3.02M as of Q2 2026.
  • Jones Financial Companies bought 3,237 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $78.5K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1407 holding.
  • Jones Financial Companies first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.