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Northern Trust’s
Invesco California AMT-Free Municipal Bond ETF
PWZ
Stock Holding History
Northern Trust’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
-72,628
Closed
-$1.75M
–
4505
2025
Q4
$1.75M
Sell
72,628
-13,633
-16%
-$330K
﹤0.01%
3079
2025
Q3
$2.06M
Buy
+86,261
New
+$2.01M
﹤0.01%
3024
Other funds holding PWZ
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica, California
$3.14B AUM
22.62%
1-Year Est. Return
MMA
Miracle Mile Advisors
Los Angeles, California
$7.28B AUM
16.22%
1-Year Est. Return
SC
Syon Capital
San Francisco, California
$1.99B AUM
22.67%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
EWA
EP Wealth Advisors
Torrance, California
$20.3B AUM
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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