MYeCFO’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

MYeCFO’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
2025 Q2	–	Sell	-8,400	Closed	-$200K	–	60
2025 Q1	$200K	Hold	8,400	–	–	0.11%	57
2024 Q4	$207K	Hold	8,400	–	–	0.11%	56
2024 Q3	$211K	Hold	8,400	–	–	0.11%	57
2024 Q2	$207K	Hold	8,400	–	–	0.12%	54
2024 Q1	$209K	Hold	8,400	–	–	0.12%	55
2023 Q4	$210K	Buy	+8,400	New	+$200K	0.13%	50
2023 Q3	–	Sell	-8,400	Closed	-$207K	–	49
2023 Q2	$207K	Hold	8,400	–	–	0.15%	44
2023 Q1	$208K	Hold	8,400	–	–	0.16%	43
2022 Q4	$203K	Buy	+8,400	New	+$199K	0.17%	42

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

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

GKWIM

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

FFA

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

MYeCFO's PWZ Position: Q2 2025 in Review

MYeCFO sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2025, closing a stake of 8,400 shares — an estimated $200K sold.

MYeCFO first reported a position in PWZ in Q4 2022 and held it in 9 quarters. The position peaked at $211K in Q3 2024. 112 funds tracked by Wall St. Rank hold PWZ as of Q2 2025.

MYeCFO reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
MYeCFO sold 8,400 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $200K.
MYeCFO first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2022 and held it in 9 quarters.
MYeCFO's Invesco California AMT-Free Municipal Bond ETF position peaked at $211K in Q3 2024.
112 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2025.

Based on MYeCFO's 13F filing for Q2 2025, filed 11 Jul 2025.