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 Q2	–	Sell	-8,938	Closed	-$213K	–	1285
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 $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

Old Mission Capital's PWZ Position: Q2 2026 in Review

Old Mission Capital sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026, closing a stake of 8,938 shares — an estimated $213K sold.

Old Mission Capital first reported a position in PWZ in Q2 2021 and held it in 5 quarters. The position peaked at $1.63M in Q2 2021. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Old Mission Capital reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Old Mission Capital sold 8,938 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $213K.
Old Mission Capital first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2021 and held it in 5 quarters.
Old Mission Capital's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.63M in Q2 2021.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.