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PWZ icon

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
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

CA
Chatterton & Associates Anaheim, California $170M AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

Nautilus Advisors's PWZ Position: Q2 2026 in Review

Nautilus Advisors reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 3.5% in Q2 2026, selling an estimated $17K and leaving 19,240 shares worth $470K. The position accounts for 0.28% of the portfolio, ranked #99.

Nautilus Advisors first reported a position in PWZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $912K in Q4 2024. 16 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Nautilus Advisors held 19,240 shares of Invesco California AMT-Free Municipal Bond ETF worth $470K as of Q2 2026.
  • Nautilus Advisors sold 700 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $17K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.28% of Nautilus Advisors's portfolio in Q2 2026, its #99 holding.
  • Nautilus Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Nautilus Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $912K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.