Northwestern Mutual Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Northwestern Mutual Wealth Management’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
2024 Q2	–	Sell	-1,199	Closed	-$29.8K	–	3758
2024 Q1	$29.8K	Buy	+1,199	New	+$30K	﹤0.01%	2284
2023 Q3	–	Sell	-1,423	Closed	-$35.1K	–	3490
2023 Q2	$35.1K	Buy	+1,423	New	+$35.1K	﹤0.01%	2124
2023 Q1	–	Sell	-4,089	Closed	-$98.7K	–	3545
2022 Q4	$98.7K	Buy	+4,089	New	+$97K	﹤0.01%	1661
2020 Q3	–	Sell	-451	Closed	-$12K	–	2644
2020 Q2	$12K	Buy	+451	New	+$12.1K	﹤0.01%	1863

Other funds holding PWZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management's PWZ Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2024, closing a stake of 1,199 shares — an estimated $29.8K sold.

Northwestern Mutual Wealth Management first reported a position in PWZ in Q2 2020 and held it in 4 quarters. The position peaked at $98.7K in Q4 2022. 95 funds tracked by Wall St. Rank hold PWZ as of Q2 2024.

Northwestern Mutual Wealth Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 1,199 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2024, an estimated $29.8K.
Northwestern Mutual Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2020 and held it in 4 quarters.
Northwestern Mutual Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $98.7K in Q4 2022.
95 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.