Pasadena Private Wealth
PWZ icon

Pasadena Private Wealth’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Pasadena Private Wealth’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 		$8.96M Buy
+401,620
New +$9.5M 1.07% 22

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Pasadena Private Wealth's PWZ Position: Q3 2026 in Review

Pasadena Private Wealth opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2026: 401,620 shares worth $8.96M. The stake represents 1.07% of the portfolio and ranks #22 among its holdings.

65 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

  • Pasadena Private Wealth held 401,620 shares of Invesco California AMT-Free Municipal Bond ETF worth $8.96M as of Q3 2026.
  • Invesco California AMT-Free Municipal Bond ETF was a new Pasadena Private Wealth position in Q3 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up 1.07% of Pasadena Private Wealth's portfolio in Q3 2026, its #22 holding.
  • 65 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Pasadena Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.