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 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

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 $7.29B AUM 16.22% 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

Parkshore Wealth Management's PWZ Position: Q1 2026 in Review

Parkshore Wealth Management reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 22% in Q1 2026, selling an estimated $58.8K and leaving 8,812 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #67.

Parkshore Wealth Management first reported a position in PWZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $508K in Q4 2024. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Parkshore Wealth Management held 8,812 shares of Invesco California AMT-Free Municipal Bond ETF worth $210K as of Q1 2026.
Parkshore Wealth Management sold 2,427 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $58.8K.
Invesco California AMT-Free Municipal Bond ETF made up 0.07% of Parkshore Wealth Management's portfolio in Q1 2026, its #67 holding.
Parkshore Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
Parkshore Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $508K in Q4 2024.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.