Mariner
PWZ icon

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

Mariner’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 		$564K Sell
23,001
-117,617
-84% -$2.85M ﹤0.01% 2368
2026
Q1 		$3.36M Sell
140,618
-23,430
-14% -$568K ﹤0.01% 1231
2025
Q4 		$3.96M Buy
164,048
+23,489
+17% +$569K ﹤0.01% 1119
2025
Q3 		$3.36M Sell
140,559
-11,431
-8% -$266K ﹤0.01% 1128
2025
Q2 		$3.55M Buy
151,990
+22,728
+18% +$530K 0.01% 1020
2025
Q1 		$3.08M Sell
129,262
-95,447
-42% -$2.33M 0.01% 1006
2024
Q4 		$5.55M Buy
224,709
+5,787
+3% +$144K 0.01% 759
2024
Q3 		$5.49M Sell
218,922
-115,997
-35% -$2.89M 0.01% 746
2024
Q2 		$8.26M Buy
334,919
+34,530
+11% +$851K 0.02% 556
2024
Q1 		$7.47M Buy
300,389
+16,514
+6% +$413K 0.02% 595
2023
Q4 		$7.09M Buy
283,875
+17,957
+7% +$428K 0.02% 575
2023
Q3 		$6.24M Buy
265,918
+9,031
+4% +$220K 0.02% 573
2023
Q2 		$6.33M Buy
256,887
+9,189
+4% +$226K 0.02% 568
2023
Q1 		$6.14M Sell
247,698
-18,788
-7% -$462K 0.02% 564
2022
Q4 		$6.43M Buy
266,486
+204,586
+331% +$4.85M 0.02% 520
2022
Q3 		$1.43M Sell
61,900
-3,486
-5% -$85.4K 0.01% 905
2022
Q2 		$1.59M Sell
65,386
-10,467
-14% -$258K 0.01% 775
2022
Q1 		$1.96M Buy
75,853
+16,263
+27% +$437K 0.01% 728
2021
Q4 		$1.66M Buy
+59,590
New +$1.66M 0.01% 699

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

Mariner's PWZ Position: Q2 2026 in Review

Mariner reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 84% in Q2 2026, selling an estimated $2.85M and leaving 23,001 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Mariner first reported a position in PWZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.26M in Q2 2024. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Mariner held 23,001 shares of Invesco California AMT-Free Municipal Bond ETF worth $564K as of Q2 2026.
  • Mariner sold 117,617 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $2.85M.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2368 holding.
  • Mariner first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Mariner's Invesco California AMT-Free Municipal Bond ETF position peaked at $8.26M in Q2 2024.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.