Orion Portfolio Solutions’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$2.21M	Sell	92,720 -3,022	-3%	-$73.8K	0.02%	653
2024 Q4	$2.36M	Sell	95,742 -2,280	-2%	-$56.8K	0.02%	616
2024 Q3	$2.46M	Sell	98,022 -8,043	-8%	-$201K	0.02%	586
2024 Q2	$2.62M	Hold	106,065	–	–	0.03%	525
2024 Q1	$2.64M	Sell	106,065 -16,514	-13%	-$413K	0.03%	527
2023 Q4	$3.07M	Buy	122,579 +11,909	+11%	+$284K	0.04%	439
2023 Q3	$2.6M	Sell	110,670 -91,761	-45%	-$2.23M	0.03%	497
2023 Q2	$7.81M	Buy	202,431 +79,056	+64%	+$1.95M	0.08%	235
2023 Q1	$3.06M	Buy	123,375 +88,360	+252%	+$2.17M	0.04%	420
2022 Q4	$845K	Buy	35,015 +19,083	+120%	+$453K	0.03%	355
2022 Q3	$369K	Buy	+15,932	New	+$390K	0.01%	515

Other funds holding PWZ

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Orion Portfolio Solutions's PWZ Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 3.2% in Q1 2025, selling an estimated $73.8K and leaving 92,720 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #653.

Orion Portfolio Solutions first reported a position in PWZ in Q3 2022 and has held it in 11 quarters since. The position peaked at $7.81M in Q2 2023. 120 funds tracked by Wall St. Rank hold PWZ as of Q1 2025.

Orion Portfolio Solutions held 92,720 shares of Invesco California AMT-Free Municipal Bond ETF worth $2.21M as of Q1 2025.
Orion Portfolio Solutions sold 3,022 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $73.8K.
Invesco California AMT-Free Municipal Bond ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #653 holding.
Orion Portfolio Solutions first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2022 and has held it in 11 quarters since.
Orion Portfolio Solutions's Invesco California AMT-Free Municipal Bond ETF position peaked at $7.81M in Q2 2023.
120 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.