Main Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Main 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 Q1	$107K	Sell	4,478 -163	-4%	-$3.95K	0.01%	69
2025 Q4	$112K	Sell	4,641 -64	-1%	-$1.55K	0.01%	66
2025 Q3	$113K	Hold	4,705	–	–	0.01%	68
2025 Q2	$110K	Sell	4,705 -40	-0.8%	-$933	0.01%	68
2025 Q1	$113K	Sell	4,745 -126	-3%	-$3.08K	0.01%	70
2024 Q4	$120K	Hold	4,871	–	–	0.01%	70
2024 Q3	$122K	Sell	4,871 -120	-2%	-$2.99K	0.01%	74
2024 Q2	$123K	Sell	4,991 -498	-9%	-$12.3K	0.01%	81
2024 Q1	$137K	Sell	5,489 -353	-6%	-$8.83K	0.01%	80
2023 Q4	$146K	Sell	5,842 -155	-3%	-$3.69K	0.01%	72
2023 Q3	$141K	Sell	5,997 -1,041	-15%	-$25.3K	0.01%	71
2023 Q2	$173K	Sell	7,038 -362	-5%	-$8.92K	0.02%	72
2023 Q1	$183K	Hold	7,400	–	–	0.02%	74
2022 Q4	$179K	Hold	7,400	–	–	0.02%	87
2022 Q3	$171K	Hold	7,400	–	–	0.02%	100
2022 Q2	$180K	Hold	7,400	–	–	0.02%	99
2022 Q1	$191K	Hold	7,400	–	–	0.02%	103
2021 Q4	$206K	Hold	7,400	–	–	0.02%	103
2021 Q3	$205K	Hold	7,400	–	–	0.02%	97
2021 Q2	$208K	Hold	7,400	–	–	0.02%	97
2021 Q1	$205K	Hold	7,400	–	–	0.02%	99
2020 Q4	$207K	Hold	7,400	–	–	0.03%	97
2020 Q3	$204K	Hold	7,400	–	–	0.03%	83
2020 Q2	$202K	Hold	7,400	–	–	0.03%	75
2020 Q1	$200K	Hold	7,400	–	–	0.04%	67
2019 Q4	$202K	Hold	7,400	–	–	0.03%	65
2019 Q3	$202K	Hold	7,400	–	–	0.03%	65
2019 Q2	$199K	Buy	+7,400	New	+$197K	0.03%	61
2019 Q1	–	Sell	-7,400	Closed	-$191K	–	88
2018 Q4	$191K	Buy	+7,400	New	+$188K	0.03%	62

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

Main Management's PWZ Position: Q1 2026 in Review

Main Management reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 3.5% in Q1 2026, selling an estimated $3.95K and leaving 4,478 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #69.

Main Management first reported a position in PWZ in Q4 2018 and has held it in 29 quarters since. The position peaked at $208K in Q2 2021. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Main Management held 4,478 shares of Invesco California AMT-Free Municipal Bond ETF worth $107K as of Q1 2026.
Main Management sold 163 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $3.95K.
Invesco California AMT-Free Municipal Bond ETF made up 0.01% of Main Management's portfolio in Q1 2026, its #69 holding.
Main Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2018 and has held it in 29 quarters since.
Main Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $208K in Q2 2021.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Main Management's 13F filing for Q1 2026, filed 15 May 2026.