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MMA
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
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
0.21%
101
2020
Q2
$612K
Buy
+22,424
New
+$602K
0.05%
210
Other funds holding PWZ
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica, California
$3.14B AUM
22.62%
1-Year Est. Return
SC
Syon Capital
San Francisco, California
$1.99B AUM
22.67%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
EWA
EP Wealth Advisors
Torrance, California
$20.3B AUM
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
FFA
First Foundation Advisors
Irvine, California
$2.48B AUM
18.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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