Kayne Anderson Rudnick Investment Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Kayne Anderson Rudnick Investment 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
2025 Q3	–	Sell	-11,405	Closed	-$266K	–	1097
2025 Q2	$266K	Buy	+11,405	New	+$266K	﹤0.01%	483
2024 Q3	–	Sell	-3,587	Closed	-$88.6K	–	1030
2024 Q2	$88.6K	Buy	+3,587	New	+$88.4K	﹤0.01%	500
2023 Q1	–	Sell	-12,344	Closed	-$298K	–	807
2022 Q4	$298K	Buy	+12,344	New	+$293K	﹤0.01%	413

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 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

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

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's PWZ Position: Q3 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2025, closing a stake of 11,405 shares — an estimated $266K sold.

Kayne Anderson Rudnick Investment Management first reported a position in PWZ in Q4 2022 and held it in 3 quarters. The position peaked at $298K in Q4 2022. 119 funds tracked by Wall St. Rank hold PWZ as of Q3 2025.

Kayne Anderson Rudnick Investment Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 11,405 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $266K.
Kayne Anderson Rudnick Investment Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2022 and held it in 3 quarters.
Kayne Anderson Rudnick Investment Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $298K in Q4 2022.
119 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.