Money Concepts Capital’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-2,877	Closed	-$69.5K	–	2300
2022 Q4	$69.5K	Buy	2,877 +977	+51%	+$23.2K	﹤0.01%	1123
2022 Q3	$44K	Hold	1,900	–	–	﹤0.01%	742
2022 Q2	$46K	Sell	1,900 -977	-34%	-$24.1K	﹤0.01%	720
2022 Q1	$74K	Buy	+2,877	New	+$77.4K	﹤0.01%	1095

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GKWIM

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Concepts Capital's PWZ Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2023, closing a stake of 2,877 shares — an estimated $69.5K sold.

Money Concepts Capital first reported a position in PWZ in Q1 2022 and held it in 4 quarters. The position peaked at $74K in Q1 2022. 69 funds tracked by Wall St. Rank hold PWZ as of Q1 2023.

Money Concepts Capital reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,877 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2023, an estimated $69.5K.
Money Concepts Capital first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's Invesco California AMT-Free Municipal Bond ETF position peaked at $74K in Q1 2022.
69 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.