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NWAM LLC’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

NWAM LLC’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
2022
Q2 		– Sell
-4,162
Closed -$232K – 549
2022
Q1 		$232K Buy
+4,162
New +$112K 0.02% 481

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BC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWAM LLC's PWZ Position: Q2 2022 in Review

NWAM LLC sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2022, closing a stake of 4,162 shares — an estimated $232K sold.

NWAM LLC first reported a position in PWZ in Q1 2022 and held it in 1 quarter. The position peaked at $232K in Q1 2022. 74 funds tracked by Wall St. Rank hold PWZ as of Q2 2022.

  • NWAM LLC reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • NWAM LLC sold 4,162 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2022, an estimated $232K.
  • NWAM LLC first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2022 and held it in 1 quarter.
  • NWAM LLC's Invesco California AMT-Free Municipal Bond ETF position peaked at $232K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2022.

Based on NWAM LLC's 13F filing for Q2 2022, filed 10 Aug 2022.