MMA
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Miracle Mile Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Miracle Mile 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 		$30.5M Buy
1,244,215
+5,701
+0.5% +$138K 0.36% 63
2026
Q1 		$29.6M Buy
1,238,514
+43,337
+4% +$1.05M 0.41% 58
2025
Q4 		$28.9M Sell
1,195,177
-177,074
-13% -$4.29M 0.41% 61
2025
Q3 		$32.8M Sell
1,372,251
-1,197,400
-47% -$27.9M 0.49% 49
2025
Q2 		$60M Buy
2,569,651
+48,895
+2% +$1.14M 1.01% 26
2025
Q1 		$60.1M Buy
2,520,756
+95,912
+4% +$2.34M 1.2% 21
2024
Q4 		$59.9M Buy
2,424,844
+154,087
+7% +$3.84M 1.21% 23
2024
Q3 		$57M Buy
2,270,757
+156,516
+7% +$3.91M 1.32% 21
2024
Q2 		$52.2M Buy
2,114,241
+519,838
+33% +$12.8M 1.27% 19
2024
Q1 		$39.7M Buy
1,594,403
+751,268
+89% +$18.8M 1% 30
2023
Q4 		$21.1M Buy
843,135
+133,233
+19% +$3.17M 0.58% 42
2023
Q3 		$16.7M Buy
709,902
+690,600
+3,578% +$16.8M 0.51% 52
2023
Q2 		$476K Sell
19,302
-9,173
-32% -$226K 0.01% 355
2023
Q1 		$705K Buy
28,475
+747
+3% +$18.4K 0.02% 316
2022
Q4 		$669K Buy
+27,728
New +$658K 0.02% 319
2021
Q4 		– Sell
-292,709
Closed -$8.12M – 476
2021
Q3 		$8.12M Buy
292,709
+63,904
+28% +$1.8M 0.39% 58
2021
Q2 		$6.43M Buy
228,805
+37,377
+20% +$1.05M 0.34% 64
2021
Q1 		$5.3M Buy
191,428
+82,827
+76% +$2.31M 0.3% 67
2020
Q4 		$3.04M Buy
108,601
+2,320
+2% +$64.3K 0.19% 115
2020
Q3 		$2.93M Buy
106,281
+83,857
+374% +$2.32M 0.2% 101
2020
Q2 		$612K Buy
+22,424
New +$602K 0.05% 210

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
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

Miracle Mile Advisors's PWZ Position: Q2 2026 in Review

Miracle Mile Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.46% in Q2 2026, buying an estimated $138K and bringing the position to 1,244,215 shares worth $30.5M. The position accounts for 0.36% of the portfolio, ranked #63.

Miracle Mile Advisors first reported a position in PWZ in Q2 2020 and has held it in 21 quarters since. The position peaked at $60.1M in Q1 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Miracle Mile Advisors held 1,244,215 shares of Invesco California AMT-Free Municipal Bond ETF worth $30.5M as of Q2 2026.
  • Miracle Mile Advisors bought 5,701 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $138K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.36% of Miracle Mile Advisors's portfolio in Q2 2026, its #63 holding.
  • Miracle Mile Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Miracle Mile Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $60.1M in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.