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

Parallel 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 Q2	–	Sell	-40	Closed	-$955	–	4049
2026 Q1	$955	Hold	40	–	–	﹤0.01%	3550
2025 Q4	$966	Hold	40	–	–	﹤0.01%	3304
2025 Q3	$957	Hold	40	–	–	﹤0.01%	3232
2025 Q2	$934	Hold	40	–	–	﹤0.01%	3207
2025 Q1	$954	Buy	+40	New	+$977	﹤0.01%	3137
2022 Q2	–	Sell	-567	Closed	-$15K	–	3283
2022 Q1	$15K	Hold	567	–	–	﹤0.01%	1845
2021 Q4	$16K	Hold	567	–	–	﹤0.01%	1900
2021 Q3	$16K	Hold	567	–	–	﹤0.01%	1850
2021 Q2	$16K	Hold	567	–	–	﹤0.01%	1802
2021 Q1	$16K	Hold	567	–	–	﹤0.01%	1707
2020 Q4	$16K	Hold	567	–	–	﹤0.01%	1592
2020 Q3	$16K	Sell	567 -1	-0.2%	-$28	﹤0.01%	1541
2020 Q2	$15K	Hold	568	–	–	﹤0.01%	1547
2020 Q1	$15K	Sell	568 -68	-11%	-$1.87K	﹤0.01%	1433
2019 Q4	$17K	Hold	636	–	–	﹤0.01%	1488
2019 Q3	$17K	Buy	636 +1	+0.2%	+$27	﹤0.01%	1437
2019 Q2	$17K	Buy	635 +67	+12%	+$1.78K	﹤0.01%	1364
2019 Q1	$15K	Hold	568	–	–	﹤0.01%	1343
2018 Q4	$14K	Hold	568	–	–	﹤0.01%	1200
2018 Q3	$14K	Hold	568	–	–	﹤0.01%	1308
2018 Q2	$14K	Hold	568	–	–	﹤0.01%	1203
2018 Q1	$15K	Buy	568 +1	+0.2%	+$26	﹤0.01%	1117
2017 Q4	$15K	Hold	567	–	–	﹤0.01%	1128
2017 Q3	$15K	Hold	567	–	–	﹤0.01%	1119
2017 Q2	$15K	Hold	567	–	–	﹤0.01%	1132
2017 Q1	$14K	Sell	567 -1,442	-72%	-$36.5K	﹤0.01%	1085
2016 Q4	$51K	Buy	+2,009	New	+$51.5K	0.01%	575

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Chatterton & Associates Anaheim, California $170M AUM

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Parallel Advisors's PWZ Position: Q2 2026 in Review

Parallel Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026, closing a stake of 40 shares — an estimated $955 sold.

Parallel Advisors first reported a position in PWZ in Q4 2016 and held it in 27 quarters. The position peaked at $51K in Q4 2016. 67 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Parallel Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Parallel Advisors sold 40 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $955.
Parallel Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2016 and held it in 27 quarters.
Parallel Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $51K in Q4 2016.
67 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.