Mercer Global Advisors
PWZ icon

Mercer Global Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Mercer Global Advisors’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 		$85.3M Buy
3,478,440
+539,048
+18% +$13.1M 0.11% 119
2026
Q1 		$70.2M Buy
2,939,392
+144,192
+5% +$3.49M 0.1% 114
2025
Q4 		$67.5M Buy
2,795,200
+556,461
+25% +$13.5M 0.1% 120
2025
Q3 		$53.6M Buy
2,238,739
+571,684
+34% +$13.3M 0.09% 129
2025
Q2 		$38.9M Buy
1,667,055
+227,707
+16% +$5.31M 0.08% 138
2025
Q1 		$34.3M Buy
1,439,348
+189,813
+15% +$4.64M 0.08% 145
2024
Q4 		$30.9M Buy
+1,249,535
New +$31.1M 0.08% 144
2024
Q1 		– Sell
-438,994
Closed -$11M – 2118
2023
Q4 		$11M Buy
438,994
+243,012
+124% +$5.79M 0.03% 291
2023
Q3 		$4.6M Buy
+195,982
New +$4.76M 0.02% 460
2023
Q1 		– Sell
-12,452
Closed -$301K – 2025
2022
Q4 		$301K Buy
12,452
+2,152
+21% +$51K ﹤0.01% 1499
2022
Q3 		$239K Buy
10,300
+1
+0% +$24 ﹤0.01% 1548
2022
Q2 		$250K Sell
10,299
-590
-5% -$14.5K ﹤0.01% 1510
2022
Q1 		$281K Sell
10,889
-357
-3% -$9.6K ﹤0.01% 1542
2021
Q4 		$314K Hold
11,246
– – ﹤0.01% 1440
2021
Q3 		$312K Buy
+11,246
New +$316K ﹤0.01% 1413

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Mercer Global Advisors's PWZ Position: Q2 2026 in Review

Mercer Global Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 18% in Q2 2026, buying an estimated $13.1M and bringing the position to 3,478,440 shares worth $85.3M. The position accounts for 0.11% of the portfolio, ranked #119.

Mercer Global Advisors first reported a position in PWZ in Q3 2021 and has held it in 15 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Mercer Global Advisors held 3,478,440 shares of Invesco California AMT-Free Municipal Bond ETF worth $85.3M as of Q2 2026.
  • Mercer Global Advisors bought 539,048 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $13.1M.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.11% of Mercer Global Advisors's portfolio in Q2 2026, its #119 holding.
  • Mercer Global Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2021 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 Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.