NFG
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Next Financial Group’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Next Financial Group’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
2021
Q4 		$22K Hold
800
– – ﹤0.01% 1849
2021
Q3 		$22K Buy
800
+600
+300% +$16.9K ﹤0.01% 1764
2021
Q2 		$6K Buy
+200
New +$5.6K ﹤0.01% 2157

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's PWZ Position: Q4 2021 in Review

Next Financial Group held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q4 2021 at 800 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Next Financial Group first reported a position in PWZ in Q2 2021 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold PWZ as of Q4 2021.

  • Next Financial Group held 800 shares of Invesco California AMT-Free Municipal Bond ETF worth $22K as of Q4 2021.
  • Next Financial Group left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q4 2021.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1849 holding.
  • Next Financial Group first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.