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

Nautilus 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 Q3	$407K	Sell	18,240 -1,000	-5%	-$23.7K	0.25%	108
2026 Q2	$470K	Sell	19,240 -700	-4%	-$17K	0.28%	99
2026 Q1	$476K	Sell	19,940 -1,015	-5%	-$24.6K	0.33%	86
2025 Q4	$506K	Sell	20,955 -9,856	-32%	-$239K	0.33%	84
2025 Q3	$737K	Sell	30,811 -6,709	-18%	-$156K	0.5%	56
2025 Q2	$876K	Hold	37,520	–	–	0.64%	42
2025 Q1	$895K	Buy	37,520 +600	+2%	+$14.7K	0.74%	42
2024 Q4	$912K	Buy	+36,920	New	+$919K	0.73%	38

Other funds holding PWZ

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return

Navigation Group Redwood City, California $501M AUM

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Nautilus Advisors's PWZ Position: Q3 2026 in Review

Nautilus Advisors reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 5.2% in Q3 2026, selling an estimated $23.7K and leaving 18,240 shares worth $407K. The position accounts for 0.25% of the portfolio, ranked #108.

Nautilus Advisors first reported a position in PWZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $912K in Q4 2024. 29 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

Nautilus Advisors held 18,240 shares of Invesco California AMT-Free Municipal Bond ETF worth $407K as of Q3 2026.
Nautilus Advisors sold 1,000 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $23.7K.
Invesco California AMT-Free Municipal Bond ETF made up 0.25% of Nautilus Advisors's portfolio in Q3 2026, its #108 holding.
Nautilus Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $912K in Q4 2024.
29 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.