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

CSIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Knuff & Co's PWZ Position: Q1 2021 in Review

Knuff & Co sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2021, closing a stake of 292 shares — an estimated $8K sold.

Knuff & Co first reported a position in PWZ in Q4 2018 and held it in 9 quarters. The position peaked at $8K in Q4 2020. 69 funds tracked by Wall St. Rank hold PWZ as of Q1 2021.

Knuff & Co reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Knuff & Co sold 292 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2021, an estimated $8K.
Knuff & Co first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2018 and held it in 9 quarters.
Knuff & Co's Invesco California AMT-Free Municipal Bond ETF position peaked at $8K in Q4 2020.
69 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2021.

Based on Knuff & Co's 13F filing for Q1 2021, filed 4 May 2021.