NWF Advisory Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

NWF Advisory Services’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	$567K	Hold	23,151	–	–	0.05%	209
2026 Q1	$553K	Hold	23,151	–	–	0.06%	193
2025 Q4	$559K	Hold	23,151	–	–	0.06%	192
2025 Q3	$554K	Hold	23,151	–	–	0.06%	197
2025 Q2	$540K	Hold	23,151	–	–	0.06%	195
2025 Q1	$552K	Sell	23,151 -17,507	-43%	-$428K	0.08%	166
2024 Q4	$1M	Buy	40,658 +17,507	+76%	+$436K	0.15%	88
2024 Q3	$581K	Buy	23,151 +258	+1%	+$6.44K	0.08%	150
2024 Q2	$565K	Buy	+22,893	New	+$564K	0.09%	144

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

NWF Advisory Services's PWZ Position: Q2 2026 in Review

NWF Advisory Services held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q2 2026 at 23,151 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #209.

NWF Advisory Services first reported a position in PWZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1M in Q4 2024. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

NWF Advisory Services held 23,151 shares of Invesco California AMT-Free Municipal Bond ETF worth $567K as of Q2 2026.
NWF Advisory Services left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.05% of NWF Advisory Services's portfolio in Q2 2026, its #209 holding.
NWF Advisory Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
NWF Advisory Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $1M in Q4 2024.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.