Northwestern Mutual Wealth Management
PWZ icon

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
2026
Q2 		$6.96K Buy
+284
New +$6.89K ﹤0.01% 3257
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management's PWZ Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026: 284 shares worth $6.96K. The stake represents ﹤0.01% of the portfolio and ranks #3257 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in PWZ as recently as Q1 2024.

Northwestern Mutual Wealth Management first reported a position in PWZ in Q2 2020 and has held it in 5 quarters since. The position peaked at $98.7K in Q4 2022. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Northwestern Mutual Wealth Management held 284 shares of Invesco California AMT-Free Municipal Bond ETF worth $6.96K as of Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3257 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2020 and has held it in 5 quarters since.
  • Northwestern Mutual Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $98.7K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.