Knuff & Co’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Knuff & Co’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
2021 Q1	–	Sell	-292	Closed	-$8K	–	161
2020 Q4	$8K	Hold	292	–	–	﹤0.01%	160
2020 Q3	$8K	Hold	292	–	–	﹤0.01%	170
2020 Q2	$8K	Hold	292	–	–	﹤0.01%	151
2020 Q1	$8K	Hold	292	–	–	0.01%	154
2019 Q4	$8K	Hold	292	–	–	﹤0.01%	165
2019 Q3	$8K	Hold	292	–	–	0.01%	168
2019 Q2	$8K	Hold	292	–	–	0.01%	114
2019 Q1	$8K	Hold	292	–	–	0.01%	123
2018 Q4	$8K	Buy	+292	New	+$7.42K	0.01%	108

Other funds holding PWZ

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America

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

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

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $7.29B AUM 16.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return