MML Investors Services
PWZ icon

MML Investors Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

MML Investors Services’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 		$478K Sell
20,015
-625
-3% -$15.1K ﹤0.01% 2248
2025
Q4 		$499K Buy
+20,640
New +$500K ﹤0.01% 2265

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services's PWZ Position: Q1 2026 in Review

MML Investors Services reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 3% in Q1 2026, selling an estimated $15.1K and leaving 20,015 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

MML Investors Services first reported a position in PWZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $499K in Q4 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • MML Investors Services held 20,015 shares of Invesco California AMT-Free Municipal Bond ETF worth $478K as of Q1 2026.
  • MML Investors Services sold 625 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $15.1K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2248 holding.
  • MML Investors Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • MML Investors Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $499K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.