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
Q2 		$595K Buy
24,285
+4,270
+21% +$104K ﹤0.01% 2347
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 $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
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

MML Investors Services's PWZ Position: Q2 2026 in Review

MML Investors Services increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 21% in Q2 2026, buying an estimated $104K and bringing the position to 24,285 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

MML Investors Services first reported a position in PWZ in Q4 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • MML Investors Services held 24,285 shares of Invesco California AMT-Free Municipal Bond ETF worth $595K as of Q2 2026.
  • MML Investors Services bought 4,270 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $104K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2347 holding.
  • MML Investors Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.