McIlrath & Eck’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

McIlrath & Eck’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
2023 Q4	–	Sell	-5,454	Closed	-$128K	–	944
2023 Q3	$128K	Buy	+5,454	New	+$133K	0.03%	143

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

McIlrath & Eck's PWZ Position: Q4 2023 in Review

McIlrath & Eck sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2023, closing a stake of 5,454 shares — an estimated $128K sold.

McIlrath & Eck first reported a position in PWZ in Q3 2023 and held it in 1 quarter. The position peaked at $128K in Q3 2023. 89 funds tracked by Wall St. Rank hold PWZ as of Q4 2023.

McIlrath & Eck reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
McIlrath & Eck sold 5,454 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2023, an estimated $128K.
McIlrath & Eck first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
McIlrath & Eck's Invesco California AMT-Free Municipal Bond ETF position peaked at $128K in Q3 2023.
89 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2023.

Based on McIlrath & Eck's 13F filing for Q4 2023, filed 6 Feb 2024.