Monograph Wealth Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Monograph Wealth 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 Q2	$226K	Buy	+9,240	New	+$224K	0.02%	133

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Monograph Wealth Advisors's PWZ Position: Q2 2026 in Review

Monograph Wealth Advisors opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026: 9,240 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #133 among its holdings.

130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Monograph Wealth Advisors held 9,240 shares of Invesco California AMT-Free Municipal Bond ETF worth $226K as of Q2 2026.
Invesco California AMT-Free Municipal Bond ETF was a new Monograph Wealth Advisors position in Q2 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.02% of Monograph Wealth Advisors's portfolio in Q2 2026, its #133 holding.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.