MWM
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McNaughton Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

McNaughton Wealth 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 		$1.55M Sell
63,304
-6,566
-9% -$159K 0.55% 47
2026
Q1 		$1.67M Sell
69,870
-5,990
-8% -$145K 0.69% 41
2025
Q4 		$1.83M Sell
75,860
-3,222
-4% -$78K 0.75% 38
2025
Q3 		$1.89M Sell
79,082
-5,494
-6% -$128K 0.8% 34
2025
Q2 		$1.97M Buy
84,576
+17,634
+26% +$411K 0.88% 32
2025
Q1 		$1.6M Sell
66,942
-25,222
-27% -$616K 0.78% 34
2024
Q4 		$2.28M Buy
92,164
+4,981
+6% +$124K 1.1% 26
2024
Q3 		$2.19M Buy
87,183
+10,277
+13% +$256K 1.06% 25
2024
Q2 		$1.9M Buy
76,906
+5,171
+7% +$127K 1.01% 25
2024
Q1 		$1.78M Buy
71,735
+2,980
+4% +$74.5K 0.99% 25
2023
Q4 		$1.72M Buy
68,755
+10,774
+19% +$257K 1.02% 24
2023
Q3 		$1.36M Sell
57,981
-1,550
-3% -$37.7K 0.9% 27
2023
Q2 		$1.47M Buy
59,531
+3,460
+6% +$85.2K 0.94% 28
2023
Q1 		$1.39M Buy
56,071
+4,074
+8% +$100K 0.92% 27
2022
Q4 		$1.26M Buy
51,997
+9,586
+23% +$227K 0.86% 28
2022
Q3 		$983K Sell
42,411
-6,269
-13% -$154K 0.72% 28
2022
Q2 		$1.18M Sell
48,680
-18,998
-28% -$468K 0.84% 28
2022
Q1 		$1.75M Buy
67,678
+972
+1% +$26.1K 1.14% 23
2021
Q4 		$1.85M Buy
+66,706
New +$1.85M 1.2% 23
2021
Q3 		– Sell
-67,170
Closed -$1.89M – 49
2021
Q2 		$1.89M Buy
67,170
+8,406
+14% +$236K 1.32% 23
2021
Q1 		$1.63M Buy
58,764
+4,380
+8% +$122K 1.25% 22
2020
Q4 		$1.52M Buy
54,384
+9,777
+22% +$271K 1.22% 22
2020
Q3 		$1.23M Buy
44,607
+664
+2% +$18.4K 1.08% 25
2020
Q2 		$1.2M Buy
43,943
+3,105
+8% +$83.4K 1.11% 22
2020
Q1 		$1.1M Buy
40,838
+468
+1% +$12.8K 1.18% 23
2019
Q4 		$1.1M Buy
+40,370
New +$1.1M 1.03% 26

Other funds holding PWZ

CA
Chatterton & Associates Anaheim, California $170M AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

McNaughton Wealth Management's PWZ Position: Q2 2026 in Review

McNaughton Wealth Management reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 9.4% in Q2 2026, selling an estimated $159K and leaving 63,304 shares worth $1.55M. The position accounts for 0.55% of the portfolio, ranked #47.

McNaughton Wealth Management first reported a position in PWZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.28M in Q4 2024. 16 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • McNaughton Wealth Management held 63,304 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.55M as of Q2 2026.
  • McNaughton Wealth Management sold 6,566 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $159K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.55% of McNaughton Wealth Management's portfolio in Q2 2026, its #47 holding.
  • McNaughton Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • McNaughton Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $2.28M in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.