Journey Strategic Wealth’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Journey Strategic Wealth’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	$560K	Buy	23,445 +406	+2%	+$9.84K	0.01%	317
2025 Q4	$557K	Buy	23,039 +1,914	+9%	+$46.3K	0.01%	283
2025 Q3	$505K	Sell	21,125 -3,150	-13%	-$73.4K	0.01%	293
2025 Q2	$567K	Sell	24,275 -50,960	-68%	-$1.19M	0.02%	267
2025 Q1	$1.79M	Sell	75,235 -1,025	-1%	-$25K	0.06%	84
2024 Q4	$1.88M	Buy	76,260 +4,788	+7%	+$119K	0.07%	80
2024 Q3	$1.79M	Buy	71,472 +672	+0.9%	+$16.8K	0.07%	78
2024 Q2	$1.75M	Buy	70,800 +3,475	+5%	+$85.6K	0.07%	55
2024 Q1	$1.67M	Buy	67,325 +29	+0%	+$725	0.07%	51
2023 Q4	$1.68M	Buy	+67,296	New	+$1.6M	0.08%	46

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Journey Strategic Wealth's PWZ Position: Q1 2026 in Review

Journey Strategic Wealth increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 1.8% in Q1 2026, buying an estimated $9.84K and bringing the position to 23,445 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #317.

Journey Strategic Wealth first reported a position in PWZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.88M in Q4 2024. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Journey Strategic Wealth held 23,445 shares of Invesco California AMT-Free Municipal Bond ETF worth $560K as of Q1 2026.
Journey Strategic Wealth bought 406 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $9.84K.
Invesco California AMT-Free Municipal Bond ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #317 holding.
Journey Strategic Wealth first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Journey Strategic Wealth's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.88M in Q4 2024.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.