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

NewEdge 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
2025
Q1 		– Sell
-16,111
Closed -$398K – 4080
2024
Q4 		$398K Hold
16,111
– – ﹤0.01% 1696
2024
Q3 		$404K Buy
+16,111
New +$402K ﹤0.01% 1602
2022
Q2 		– Sell
-42,551
Closed -$1.1M – 1607
2022
Q1 		$1.1M Buy
42,551
+16,935
+66% +$455K 0.02% 611
2021
Q4 		$715K Buy
+25,616
New +$712K 0.01% 898

Other funds holding PWZ

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's PWZ Position: Q1 2025 in Review

NewEdge Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2025, closing a stake of 16,111 shares — an estimated $398K sold.

NewEdge Advisors first reported a position in PWZ in Q4 2021 and held it in 4 quarters. The position peaked at $1.1M in Q1 2022. 120 funds tracked by Wall St. Rank hold PWZ as of Q1 2025.

  • NewEdge Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 16,111 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $398K.
  • NewEdge Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2021 and held it in 4 quarters.
  • NewEdge Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.1M in Q1 2022.
  • 120 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.