Ken Griffin
PWZ icon

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

Ken Griffin’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 		– Sell
-41,304
Closed -$998K – 13983
2025
Q4 		$998K Sell
41,304
-69,650
-63% -$1.69M ﹤0.01% 7394
2025
Q3 		$2.65M Buy
110,954
+59,302
+115% +$1.38M ﹤0.01% 5522
2025
Q2 		$1.21M Sell
51,652
-14,692
-22% -$343K ﹤0.01% 6688
2025
Q1 		$1.58M Buy
66,344
+47,012
+243% +$1.15M ﹤0.01% 5986
2024
Q4 		$478K Buy
+19,332
New +$481K ﹤0.01% 8658
2024
Q1 		– Sell
-13,025
Closed -$325K – 15297
2023
Q4 		$325K Sell
13,025
-10,722
-45% -$255K ﹤0.01% 9009
2023
Q3 		$557K Buy
+23,747
New +$577K ﹤0.01% 7823
2022
Q4 		– Sell
-52,665
Closed -$1.22M – 15338
2022
Q3 		$1.22M Buy
52,665
+37,581
+249% +$920K ﹤0.01% 6563
2022
Q2 		$367K Sell
15,084
-16,590
-52% -$409K ﹤0.01% 9350
2022
Q1 		$817K Sell
31,674
-5,546
-15% -$149K ﹤0.01% 8177
2021
Q4 		$1.04M Buy
+37,220
New +$1.03M ﹤0.01% 7863
2021
Q3 		– Sell
-10,419
Closed -$293K – 14474
2021
Q2 		$293K Sell
10,419
-1,983
-16% -$55.6K ﹤0.01% 11323
2021
Q1 		$343K Buy
+12,402
New +$345K ﹤0.01% 10531
2020
Q4 		– Sell
-279,829
Closed -$7.73M – 11406
2020
Q3 		$7.73M Sell
279,829
-216,140
-44% -$5.98M ﹤0.01% 2599
2020
Q2 		$13.5M Buy
495,969
+417,715
+534% +$11.2M ﹤0.01% 1875
2020
Q1 		$2.11M Buy
+78,254
New +$2.15M ﹤0.01% 4054
2019
Q4 		– Sell
-21,909
Closed -$599K – 9619
2019
Q3 		$599K Buy
21,909
+4,359
+25% +$119K ﹤0.01% 6459
2019
Q2 		$472K Sell
17,550
-14,865
-46% -$396K ﹤0.01% 6905
2019
Q1 		$853K Buy
+32,415
New +$839K ﹤0.01% 5879
2018
Q4 		– Sell
-10,974
Closed -$280K – 9623
2018
Q3 		$280K Buy
+10,974
New +$283K ﹤0.01% 7679
2017
Q2 		– Sell
-9,434
Closed -$239K – 7944
2017
Q1 		$239K Sell
9,434
-14,866
-61% -$376K ﹤0.01% 6235
2016
Q4 		$616K Buy
+24,300
New +$623K ﹤0.01% 4576

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
SC
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ken Griffin's PWZ Position: Q1 2026 in Review

Ken Griffin sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2026, closing a stake of 41,304 shares — an estimated $998K sold.

Ken Griffin first reported a position in PWZ in Q4 2016 and held it in 22 quarters. The position peaked at $13.5M in Q2 2020. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Ken Griffin reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Ken Griffin sold 41,304 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $998K.
  • Ken Griffin first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2016 and held it in 22 quarters.
  • Ken Griffin's Invesco California AMT-Free Municipal Bond ETF position peaked at $13.5M in Q2 2020.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.