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

NewEdge Wealth’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	-8,564	Closed	-$204K	–	1019
2025 Q1	$204K	Hold	8,564	–	–	﹤0.01%	888
2024 Q4	$212K	Sell	8,564 -850	-9%	-$21.2K	﹤0.01%	873
2024 Q3	$236K	Hold	9,414	–	–	﹤0.01%	792
2024 Q2	$232K	Hold	9,414	–	–	0.01%	699
2024 Q1	$230K	Sell	9,414 -19,371	-67%	-$484K	0.01%	730
2023 Q4	$719K	Hold	28,785	–	–	0.02%	447
2023 Q3	$676K	Buy	+28,785	New	+$700K	0.02%	420

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 $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 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

NewEdge Wealth's PWZ Position: Q2 2025 in Review

NewEdge Wealth sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2025, closing a stake of 8,564 shares — an estimated $204K sold.

NewEdge Wealth first reported a position in PWZ in Q3 2023 and held it in 7 quarters. The position peaked at $719K in Q4 2023. 112 funds tracked by Wall St. Rank hold PWZ as of Q2 2025.

NewEdge Wealth reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
NewEdge Wealth sold 8,564 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $204K.
NewEdge Wealth first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2023 and held it in 7 quarters.
NewEdge Wealth's Invesco California AMT-Free Municipal Bond ETF position peaked at $719K in Q4 2023.
112 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.