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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
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
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 $8.53B AUM 21.43% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NorthRock Partners's PWZ Position: Q1 2026 in Review

NorthRock Partners held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q1 2026 at 12,026 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

NorthRock Partners first reported a position in PWZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $291K in Q4 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • NorthRock Partners held 12,026 shares of Invesco California AMT-Free Municipal Bond ETF worth $287K as of Q1 2026.
  • NorthRock Partners left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #536 holding.
  • NorthRock Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • NorthRock Partners's Invesco California AMT-Free Municipal Bond ETF position peaked at $291K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.