KeyBank National Association
PWZ icon

KeyBank National Association’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

KeyBank National Association’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
Q2 		$3.27M Buy
133,243
+10,258
+8% +$249K 0.01% 380
2026
Q1 		$2.94M Buy
122,985
+15,606
+15% +$378K 0.01% 382
2025
Q4 		$2.59M Buy
107,379
+433
+0.4% +$10.5K 0.01% 392
2025
Q3 		$2.56M Sell
106,946
-10,624
-9% -$247K 0.01% 400
2025
Q2 		$2.74M Buy
117,570
+5,331
+5% +$124K 0.01% 380
2025
Q1 		$2.68M Sell
112,239
-5,751
-5% -$141K 0.01% 378
2024
Q4 		$2.91M Buy
117,990
+8,050
+7% +$200K 0.01% 365
2024
Q3 		$2.76M Buy
109,940
+635
+0.6% +$15.8K 0.01% 372
2024
Q2 		$2.7M Buy
109,305
+42,414
+63% +$1.04M 0.01% 358
2024
Q1 		$1.66M Buy
66,891
+3,809
+6% +$95.2K 0.01% 433
2023
Q4 		$1.58M Buy
63,082
+208
+0.3% +$4.95K 0.01% 431
2023
Q3 		$1.48M Sell
62,874
-10,650
-14% -$259K 0.01% 403
2023
Q2 		$1.81M Buy
73,524
+4,866
+7% +$120K 0.01% 389
2023
Q1 		$1.7M Sell
68,658
-1,866
-3% -$45.8K 0.01% 400
2022
Q4 		$1.7M Sell
70,524
-1,182
-2% -$28K 0.01% 383
2022
Q3 		$1.66M Hold
71,706
– – 0.01% 375
2022
Q2 		$1.74M Buy
71,706
+2,012
+3% +$49.6K 0.01% 374
2022
Q1 		$1.8M Hold
69,694
– – 0.01% 390
2021
Q4 		$1.94M Buy
69,694
+725
+1% +$20.2K 0.01% 406
2021
Q3 		$1.91M Buy
68,969
+10,481
+18% +$295K 0.01% 391
2021
Q2 		$1.64M Buy
58,488
+215
+0.4% +$6.02K 0.01% 416
2021
Q1 		$1.61M Buy
58,273
+7,355
+14% +$205K 0.01% 414
2020
Q4 		$1.43M Hold
50,918
– – 0.01% 427
2020
Q3 		$1.41M Buy
50,918
+16,906
+50% +$468K 0.01% 395
2020
Q2 		$928K Buy
34,012
+880
+3% +$23.6K 0.01% 491
2020
Q1 		$894K Buy
33,132
+2,500
+8% +$68.6K 0.01% 455
2019
Q4 		$837K Buy
30,632
+2,015
+7% +$55K ﹤0.01% 583
2019
Q3 		$783K Buy
28,617
+5,332
+23% +$145K ﹤0.01% 579
2019
Q2 		$626K Buy
23,285
+7,445
+47% +$198K ﹤0.01% 683
2019
Q1 		$417K Sell
15,840
-797
-5% -$20.6K ﹤0.01% 751
2018
Q4 		$429K Buy
16,637
+4,128
+33% +$105K ﹤0.01% 699
2018
Q3 		$319K Buy
+12,509
New +$323K ﹤0.01% 887

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 $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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $1.89T AUM 35.08% 1-Year Est. Return

KeyBank National Association's PWZ Position: Q2 2026 in Review

KeyBank National Association increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 8.3% in Q2 2026, buying an estimated $249K and bringing the position to 133,243 shares worth $3.27M. The position accounts for 0.01% of the portfolio, ranked #380.

KeyBank National Association first reported a position in PWZ in Q3 2018 and has held it in 32 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • KeyBank National Association held 133,243 shares of Invesco California AMT-Free Municipal Bond ETF worth $3.27M as of Q2 2026.
  • KeyBank National Association bought 10,258 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $249K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.01% of KeyBank National Association's portfolio in Q2 2026, its #380 holding.
  • KeyBank National Association first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.