JP Morgan Private Wealth Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

JP Morgan Private Wealth 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
2018 Q2	–	Sell	-54,628	Closed	-$1.4M	–	1512
2018 Q1	$1.4M	Sell	54,628 -8,277	-13%	-$214K	0.01%	567
2017 Q4	$1.66M	Sell	62,905 -7,268	-10%	-$190K	0.01%	529
2017 Q3	$1.83M	Buy	70,173 +25,359	+57%	+$663K	0.01%	488
2017 Q2	$1.16M	Buy	44,814 +9,132	+26%	+$235K	0.01%	583
2017 Q1	$905K	Buy	35,682 +17,232	+93%	+$436K	0.01%	661
2016 Q4	$467K	Buy	+18,450	New	+$473K	﹤0.01%	831

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PWZ Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2018, closing a stake of 54,628 shares — an estimated $1.4M sold.

JP Morgan Private Wealth Advisors first reported a position in PWZ in Q4 2016 and held it in 6 quarters. The position peaked at $1.83M in Q3 2017. 34 funds tracked by Wall St. Rank hold PWZ as of Q2 2018.

JP Morgan Private Wealth Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 54,628 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2018, an estimated $1.4M.
JP Morgan Private Wealth Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2016 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.83M in Q3 2017.
34 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.