Larson Financial Group’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Larson Financial Group’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 Q1	$63.3K	Hold	2,650	–	–	﹤0.01%	1229
2025 Q4	$64K	Hold	2,650	–	–	﹤0.01%	1118
2025 Q3	$63.4K	Hold	2,650	–	–	﹤0.01%	1063
2025 Q2	$61.9K	Hold	2,650	–	–	﹤0.01%	995
2025 Q1	$63.2K	Hold	2,650	–	–	﹤0.01%	932
2024 Q4	$65.5K	Hold	2,650	–	–	﹤0.01%	826
2024 Q3	$66.5K	Buy	2,650 +1,000	+61%	+$25K	﹤0.01%	829
2024 Q2	$40.7K	Buy	+1,650	New	+$40.7K	﹤0.01%	857

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Larson Financial Group's PWZ Position: Q1 2026 in Review

Larson Financial Group held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q1 2026 at 2,650 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Larson Financial Group first reported a position in PWZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $66.5K in Q3 2024. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Larson Financial Group held 2,650 shares of Invesco California AMT-Free Municipal Bond ETF worth $63.3K as of Q1 2026.
Larson Financial Group left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q1 2026.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1229 holding.
Larson Financial Group first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
Larson Financial Group's Invesco California AMT-Free Municipal Bond ETF position peaked at $66.5K in Q3 2024.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.