JSW
PWZ icon

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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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