OneDigital Investment Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

OneDigital Investment Advisors’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	$754K	Buy	31,571 +7,052	+29%	+$171K	0.01%	783
2025 Q4	$592K	Hold	24,519	–	–	0.01%	880
2025 Q3	$586K	Sell	24,519 -21,061	-46%	-$491K	0.01%	862
2025 Q2	$1.06M	Sell	45,580 -69,804	-60%	-$1.63M	0.01%	624
2025 Q1	$2.75M	Buy	115,384 +8,577	+8%	+$210K	0.03%	327
2024 Q4	$2.64M	Buy	106,807 +2,582	+2%	+$64.3K	0.03%	358
2024 Q3	$2.61M	Sell	104,225 -7,656	-7%	-$191K	0.03%	376
2024 Q2	$2.76M	Buy	+111,881	New	+$2.76M	0.03%	348
2022 Q1	–	Sell	-11,531	Closed	-$322K	–	826
2021 Q4	$322K	Buy	+11,531	New	+$321K	0.01%	580

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 $8.53B AUM 21.43% 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

OneDigital Investment Advisors's PWZ Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 29% in Q1 2026, buying an estimated $171K and bringing the position to 31,571 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #783.

OneDigital Investment Advisors first reported a position in PWZ in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.76M in Q2 2024. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

OneDigital Investment Advisors held 31,571 shares of Invesco California AMT-Free Municipal Bond ETF worth $754K as of Q1 2026.
OneDigital Investment Advisors bought 7,052 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $171K.
Invesco California AMT-Free Municipal Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #783 holding.
OneDigital Investment Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2021 and has held it in 9 quarters since.
OneDigital Investment Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $2.76M in Q2 2024.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.