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Omega Financial Group’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Omega Financial Group’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 		$651K Buy
26,548
+611
+2% +$14.8K 0.2% 58
2026
Q1 		$619K Buy
25,937
+160
+0.6% +$3.88K 0.2% 61
2025
Q4 		$623K Buy
25,777
+597
+2% +$14.5K 0.2% 63
2025
Q3 		$602K Buy
25,180
+136
+0.5% +$3.17K 0.2% 66
2025
Q2 		$585K Buy
25,044
+139
+0.6% +$3.24K 0.21% 60
2025
Q1 		$594K Buy
24,905
+128
+0.5% +$3.13K 0.23% 54
2024
Q4 		$612K Buy
24,777
+2,122
+9% +$52.8K 0.23% 53
2024
Q3 		$568K Sell
22,655
-2,907
-11% -$72.5K 0.22% 58
2024
Q2 		$631K Buy
25,562
+1,180
+5% +$29.1K 0.26% 58
2024
Q1 		$606K Sell
24,382
-10,030
-29% -$251K 0.25% 59
2023
Q4 		$860K Sell
34,412
-4,750
-12% -$113K 0.37% 52
2023
Q3 		$919K Buy
39,162
+287
+0.7% +$6.98K 0.45% 48
2023
Q2 		$958K Sell
38,875
-3,019
-7% -$74.4K 0.44% 50
2023
Q1 		$1.04M Buy
41,894
+293
+0.7% +$7.2K 0.48% 47
2022
Q4 		$1M Buy
41,601
+300
+0.7% +$7.11K 0.52% 46
2022
Q3 		$957K Buy
41,301
+315
+0.8% +$7.71K 0.49% 44
2022
Q2 		$997K Buy
+40,986
New +$1.01M 0.48% 45

Other funds holding PWZ

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SVWG
Shared Vision Wealth Group Carlsbad, United States $291M AUM 22.01% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Omega Financial Group's PWZ Position: Q2 2026 in Review

Omega Financial Group increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 2.4% in Q2 2026, buying an estimated $14.8K and bringing the position to 26,548 shares worth $651K. The position accounts for 0.2% of the portfolio, ranked #58.

Omega Financial Group first reported a position in PWZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.04M in Q1 2023. 52 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Omega Financial Group held 26,548 shares of Invesco California AMT-Free Municipal Bond ETF worth $651K as of Q2 2026.
  • Omega Financial Group bought 611 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $14.8K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.2% of Omega Financial Group's portfolio in Q2 2026, its #58 holding.
  • Omega Financial Group first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Omega Financial Group's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.04M in Q1 2023.
  • 52 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.