Parkshore Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Parkshore Wealth Management’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 Q3	–	Sell	-8,896	Closed	-$218K	–	72
2026 Q2	$218K	Buy	8,896 +84	+1%	+$2.04K	0.06%	70
2026 Q1	$210K	Sell	8,812 -2,427	-22%	-$58.8K	0.07%	67
2025 Q4	$272K	Buy	11,239 +69	+0.6%	+$1.67K	0.1%	59
2025 Q3	$267K	Hold	11,170	–	–	0.11%	58
2025 Q2	$261K	Sell	11,170 -9,358	-46%	-$218K	0.13%	55
2025 Q1	$490K	Sell	20,528 -42	-0.2%	-$1.03K	0.28%	40
2024 Q4	$508K	Buy	+20,570	New	+$512K	0.31%	43

Other funds holding PWZ

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Parkshore Wealth Management's PWZ Position: Q3 2026 in Review

Parkshore Wealth Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2026, closing a stake of 8,896 shares — an estimated $218K sold.

Parkshore Wealth Management first reported a position in PWZ in Q4 2024 and held it in 7 quarters. The position peaked at $508K in Q4 2024. 53 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

Parkshore Wealth Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
Parkshore Wealth Management sold 8,896 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $218K.
Parkshore Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and held it in 7 quarters.
Parkshore Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $508K in Q4 2024.
53 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.