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

Mission 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
2024 Q4	–	Sell	-21,224	Closed	-$532K	–	711
2024 Q3	$532K	Sell	21,224 -4	-0%	-$100	0.01%	422
2024 Q2	$524K	Buy	+21,228	New	+$523K	0.01%	400
2023 Q4	–	Sell	-17,334	Closed	-$407K	–	601
2023 Q3	$407K	Buy	17,334 +126	+0.7%	+$3.06K	0.02%	384
2023 Q2	$424K	Buy	17,208 +121	+0.7%	+$2.98K	0.02%	381
2023 Q1	$423K	Buy	17,087 +120	+0.7%	+$2.95K	0.02%	372
2022 Q4	$410K	Buy	+16,967	New	+$402K	0.02%	362
2022 Q2	–	Sell	-9,358	Closed	-$241K	–	545
2022 Q1	$241K	Buy	+9,358	New	+$252K	0.01%	461

Other funds holding PWZ

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FFA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Mission Wealth Management's PWZ Position: Q4 2024 in Review

Mission Wealth Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2024, closing a stake of 21,224 shares — an estimated $532K sold.

Mission Wealth Management first reported a position in PWZ in Q1 2022 and held it in 7 quarters. The position peaked at $532K in Q3 2024. 110 funds tracked by Wall St. Rank hold PWZ as of Q4 2024.

Mission Wealth Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Mission Wealth Management sold 21,224 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2024, an estimated $532K.
Mission Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2022 and held it in 7 quarters.
Mission Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $532K in Q3 2024.
110 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.