LPAM
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Lodestar Private Asset Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Lodestar Private Asset Management’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 		$2.19M Buy
89,454
+11,530
+15% +$280K 0.19% 75
2026
Q1 		$1.86M Buy
77,924
+8,549
+12% +$207K 0.18% 77
2025
Q4 		$1.68M Buy
69,375
+5,223
+8% +$126K 0.17% 78
2025
Q3 		$1.53M Buy
64,152
+1,351
+2% +$31.5K 0.16% 84
2025
Q2 		$1.47M Sell
62,801
-17,044
-21% -$398K 0.17% 83
2025
Q1 		$1.9M Buy
79,845
+19,180
+32% +$469K 0.24% 71
2024
Q4 		$1.5M Buy
60,665
+2,528
+4% +$62.9K 0.19% 84
2024
Q3 		$1.46M Sell
58,137
-6,826
-11% -$170K 0.19% 85
2024
Q2 		$1.6M Buy
64,963
+3,062
+5% +$75.4K 0.22% 80
2024
Q1 		$1.54M Buy
61,901
+1,228
+2% +$30.7K 0.22% 81
2023
Q4 		$1.52M Buy
60,673
+12,993
+27% +$309K 0.23% 81
2023
Q3 		$1.12M Buy
47,680
+3,115
+7% +$75.7K 0.19% 84
2023
Q2 		$1.1M Sell
44,565
-263
-0.6% -$6.48K 0.18% 84
2023
Q1 		$1.11M Sell
44,828
-1,174
-3% -$28.8K 0.2% 82
2022
Q4 		$1.11M Buy
+46,002
New +$1.09M 0.21% 81

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lodestar Private Asset Management's PWZ Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 15% in Q2 2026, buying an estimated $280K and bringing the position to 89,454 shares worth $2.19M. The position accounts for 0.19% of the portfolio, ranked #75.

Lodestar Private Asset Management first reported a position in PWZ in Q4 2022 and has held it in 15 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Lodestar Private Asset Management held 89,454 shares of Invesco California AMT-Free Municipal Bond ETF worth $2.19M as of Q2 2026.
  • Lodestar Private Asset Management bought 11,530 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $280K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.19% of Lodestar Private Asset Management's portfolio in Q2 2026, its #75 holding.
  • Lodestar Private Asset Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.