Laurel Wealth Advisors (California)’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Laurel Wealth Advisors (California)’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 Q1	–	Sell	-8,781	Closed	-$245K	–	792
2021 Q4	$245K	Buy	+8,781	New	+$244K	0.02%	687
2021 Q3	–	Sell	-14,480	Closed	-$407K	–	494
2021 Q2	$407K	Buy	14,480 +1,550	+12%	+$43.4K	0.05%	324
2021 Q1	$358K	Buy	+12,930	New	+$360K	0.05%	320

Other funds holding PWZ

CSIA

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

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

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

GKWIM

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

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

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

Laurel Wealth Advisors (California)'s PWZ Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2022, closing a stake of 8,781 shares — an estimated $245K sold.

Laurel Wealth Advisors (California) first reported a position in PWZ in Q1 2021 and held it in 3 quarters. The position peaked at $407K in Q2 2021. 80 funds tracked by Wall St. Rank hold PWZ as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 8,781 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $245K.
Laurel Wealth Advisors (California) first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2021 and held it in 3 quarters.
Laurel Wealth Advisors (California)'s Invesco California AMT-Free Municipal Bond ETF position peaked at $407K in Q2 2021.
80 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.