NorthRock Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

NorthRock Partners’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 Q2	$221K	Sell	9,013 -3,013	-25%	-$73.1K	﹤0.01%	621
2026 Q1	$287K	Hold	12,026	–	–	﹤0.01%	536
2025 Q4	$291K	Hold	12,026	–	–	﹤0.01%	487
2025 Q3	$288K	Buy	+12,026	New	+$280K	0.01%	716

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NorthRock Partners's PWZ Position: Q2 2026 in Review

NorthRock Partners reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 25% in Q2 2026, selling an estimated $73.1K and leaving 9,013 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

NorthRock Partners first reported a position in PWZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $291K in Q4 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

NorthRock Partners held 9,013 shares of Invesco California AMT-Free Municipal Bond ETF worth $221K as of Q2 2026.
NorthRock Partners sold 3,013 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $73.1K.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #621 holding.
NorthRock Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
NorthRock Partners's Invesco California AMT-Free Municipal Bond ETF position peaked at $291K in Q4 2025.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.