Old Mission Capital’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Old Mission Capital’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	$213K	Buy	+8,938	New	+$217K	﹤0.01%	997
2025 Q1	–	Sell	-21,831	Closed	-$539K	–	1174
2024 Q4	$539K	Buy	+21,831	New	+$544K	0.01%	583
2022 Q1	–	Sell	-34,241	Closed	-$955K	–	1538
2021 Q4	$955K	Buy	34,241 +18,870	+123%	+$525K	0.04%	445
2021 Q3	$427K	Sell	15,371 -42,579	-73%	-$1.2M	0.02%	622
2021 Q2	$1.63M	Buy	+57,950	New	+$1.62M	0.06%	295

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 $7.29B AUM 16.22% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Old Mission Capital's PWZ Position: Q1 2026 in Review

Old Mission Capital opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2026: 8,938 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Old Mission Capital previously reported a position in PWZ as recently as Q4 2024.

Old Mission Capital first reported a position in PWZ in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.63M in Q2 2021. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Old Mission Capital held 8,938 shares of Invesco California AMT-Free Municipal Bond ETF worth $213K as of Q1 2026.
Invesco California AMT-Free Municipal Bond ETF was a new Old Mission Capital position in Q1 2026.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Old Mission Capital's portfolio in Q1 2026, its #997 holding.
Old Mission Capital first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2021 and has held it in 5 quarters since.
Old Mission Capital's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.63M in Q2 2021.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.