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

Laurel Wealth Planning’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 Q2	$276K	Sell	11,246 -356	-3%	-$8.63K	0.12%	59
2026 Q1	$277K	Hold	11,602	–	–	0.15%	51
2025 Q4	$280K	Hold	11,602	–	–	0.16%	49
2025 Q3	$278K	Buy	11,602 +1,853	+19%	+$43.2K	0.15%	50
2025 Q2	$228K	Sell	9,749 -539	-5%	-$12.6K	0.13%	53
2025 Q1	$245K	Hold	10,288	–	–	0.16%	48
2024 Q4	$254K	Buy	10,288 +313	+3%	+$7.79K	0.16%	48
2024 Q3	$250K	Hold	9,975	–	–	0.16%	49
2024 Q2	$246K	Sell	9,975 -249	-2%	-$6.13K	0.17%	48
2024 Q1	$254K	Hold	10,224	–	–	0.17%	50
2023 Q4	$255K	Buy	10,224 +1,276	+14%	+$30.4K	0.18%	49
2023 Q3	$210K	Hold	8,948	–	–	0.16%	51
2023 Q2	$220K	Buy	+8,948	New	+$220K	0.16%	52

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Laurel Wealth Planning's PWZ Position: Q2 2026 in Review

Laurel Wealth Planning reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 3.1% in Q2 2026, selling an estimated $8.63K and leaving 11,246 shares worth $276K. The position accounts for 0.12% of the portfolio, ranked #59.

Laurel Wealth Planning first reported a position in PWZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $280K in Q4 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Laurel Wealth Planning held 11,246 shares of Invesco California AMT-Free Municipal Bond ETF worth $276K as of Q2 2026.
Laurel Wealth Planning sold 356 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $8.63K.
Invesco California AMT-Free Municipal Bond ETF made up 0.12% of Laurel Wealth Planning's portfolio in Q2 2026, its #59 holding.
Laurel Wealth Planning first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
Laurel Wealth Planning's Invesco California AMT-Free Municipal Bond ETF position peaked at $280K in Q4 2025.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.