Ken Fisher’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Ken Fisher’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	$552K	Buy	23,108 +1,108	+5%	+$26.8K	﹤0.01%	766
2025 Q4	$532K	Hold	22,000	–	–	﹤0.01%	771
2025 Q3	$526K	Sell	22,000 -4,000	-15%	-$93.2K	﹤0.01%	773
2025 Q2	$607K	Hold	26,000	–	–	﹤0.01%	759
2025 Q1	$620K	Hold	26,000	–	–	﹤0.01%	754
2024 Q4	$642K	Hold	26,000	–	–	﹤0.01%	733
2024 Q3	$652K	Hold	26,000	–	–	﹤0.01%	719
2024 Q2	$641K	Hold	26,000	–	–	﹤0.01%	745
2024 Q1	$647K	Hold	26,000	–	–	﹤0.01%	743
2023 Q4	$649K	Hold	26,000	–	–	﹤0.01%	742
2023 Q3	$610K	Sell	26,000 -391	-1%	-$9.5K	﹤0.01%	823
2023 Q2	$650K	Buy	26,391 +391	+2%	+$9.63K	﹤0.01%	840
2023 Q1	$644K	Hold	26,000	–	–	﹤0.01%	820
2022 Q4	$628K	Buy	+26,000	New	+$617K	﹤0.01%	817

Other funds holding PWZ

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

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 $8.53B AUM 21.43% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Ken Fisher's PWZ Position: Q1 2026 in Review

Ken Fisher increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 5% in Q1 2026, buying an estimated $26.8K and bringing the position to 23,108 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Ken Fisher first reported a position in PWZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $652K in Q3 2024. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Ken Fisher held 23,108 shares of Invesco California AMT-Free Municipal Bond ETF worth $552K as of Q1 2026.
Ken Fisher bought 1,108 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $26.8K.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #766 holding.
Ken Fisher first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
Ken Fisher's Invesco California AMT-Free Municipal Bond ETF position peaked at $652K in Q3 2024.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.