Kayne Anderson Rudnick Investment Management

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	–	1032
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

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

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

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return