KGP
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Keystone Global Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Keystone Global Partners’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
Q2 		– Sell
-1
Closed -$24 – 196
2025
Q1 		$24 Buy
+1
New +$24 ﹤0.01% 193

Other funds holding PWZ

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MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keystone Global Partners's PWZ Position: Q2 2025 in Review

Keystone Global Partners sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2025, closing a stake of 1 share — an estimated $24 sold.

Keystone Global Partners first reported a position in PWZ in Q1 2025 and held it in 1 quarter. The position peaked at $24 in Q1 2025. 112 funds tracked by Wall St. Rank hold PWZ as of Q2 2025.

  • Keystone Global Partners reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Keystone Global Partners sold 1 Invesco California AMT-Free Municipal Bond ETF share in Q2 2025, an estimated $24.
  • Keystone Global Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Keystone Global Partners's Invesco California AMT-Free Municipal Bond ETF position peaked at $24 in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Keystone Global Partners's 13F filing for Q2 2025, filed 17 Jul 2025.