KW
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KWB Wealth’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

KWB Wealth’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
2022
Q4 		– Sell
-14,671
Closed -$340K – 124
2022
Q3 		$340K Buy
+14,671
New +$359K 0.07% 77

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWB Wealth's PWZ Position: Q4 2022 in Review

KWB Wealth sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2022, closing a stake of 14,671 shares — an estimated $340K sold.

KWB Wealth first reported a position in PWZ in Q3 2022 and held it in 1 quarter. The position peaked at $340K in Q3 2022. 69 funds tracked by Wall St. Rank hold PWZ as of Q4 2022.

  • KWB Wealth reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • KWB Wealth sold 14,671 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2022, an estimated $340K.
  • KWB Wealth first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2022 and held it in 1 quarter.
  • KWB Wealth's Invesco California AMT-Free Municipal Bond ETF position peaked at $340K in Q3 2022.
  • 69 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2022.

Based on KWB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.