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 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 $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 $7.29B AUM 16.22% 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

Laurel Wealth Planning's PWZ Position: Q1 2026 in Review

Laurel Wealth Planning held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q1 2026 at 11,602 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #51.

Laurel Wealth Planning first reported a position in PWZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $280K in Q4 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Laurel Wealth Planning held 11,602 shares of Invesco California AMT-Free Municipal Bond ETF worth $277K as of Q1 2026.
Laurel Wealth Planning left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q1 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.15% of Laurel Wealth Planning's portfolio in Q1 2026, its #51 holding.
Laurel Wealth Planning first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
Laurel Wealth Planning's Invesco California AMT-Free Municipal Bond ETF position peaked at $280K in Q4 2025.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.