Karp Capital Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Karp Capital Management’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
2022 Q4	–	Sell	-19,493	Closed	-$452K	–	83
2022 Q3	$452K	Buy	19,493 +850	+5%	+$20.8K	0.09%	93
2022 Q2	$453K	Buy	+18,643	New	+$459K	0.08%	108

Other funds holding PWZ

CSIA

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GKWIM

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Karp Capital Management's PWZ Position: Q4 2022 in Review

Karp Capital Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2022, closing a stake of 19,493 shares — an estimated $452K sold.

Karp Capital Management first reported a position in PWZ in Q2 2022 and held it in 2 quarters. The position peaked at $453K in Q2 2022. 69 funds tracked by Wall St. Rank hold PWZ as of Q4 2022.

Karp Capital Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 19,493 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2022, an estimated $452K.
Karp Capital Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2022 and held it in 2 quarters.
Karp Capital Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $453K in Q2 2022.
69 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.