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

Navalign LLC’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
Q1 		– Sell
-1,110
Closed -$26.8K – 388
2025
Q4 		$26.8K Buy
+1,110
New +$26.9K 0.01% 244

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Navalign LLC's PWZ Position: Q1 2026 in Review

Navalign LLC sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2026, closing a stake of 1,110 shares — an estimated $26.8K sold.

Navalign LLC first reported a position in PWZ in Q4 2025 and held it in 1 quarter. The position peaked at $26.8K in Q4 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Navalign LLC reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 1,110 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $26.8K.
  • Navalign LLC first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Navalign LLC's Invesco California AMT-Free Municipal Bond ETF position peaked at $26.8K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.