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

Paulson 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
2021 Q4	–	Sell	-8,622	Closed	-$239K	–	100
2021 Q3	$239K	Hold	8,622	–	–	0.11%	81
2021 Q2	$242K	Sell	8,622 -403	-4%	-$11.3K	0.12%	78
2021 Q1	$253K	Sell	9,025 -2,699	-23%	-$75.2K	0.13%	76
2020 Q4	$328K	Buy	11,724 +3,759	+47%	+$104K	0.19%	70
2020 Q3	$220K	Buy	+7,965	New	+$220K	0.14%	78
2020 Q1	–	Sell	-10,815	Closed	-$298K	–	92
2019 Q4	$298K	Hold	10,815	–	–	0.21%	79
2019 Q3	$296K	Buy	10,815 +2,442	+29%	+$66.6K	0.22%	81
2019 Q2	$226K	Buy	+8,373	New	+$223K	0.17%	96

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GKWIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paulson Wealth Management's PWZ Position: Q4 2021 in Review

Paulson Wealth Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2021, closing a stake of 8,622 shares — an estimated $239K sold.

Paulson Wealth Management first reported a position in PWZ in Q2 2019 and held it in 8 quarters. The position peaked at $328K in Q4 2020. 73 funds tracked by Wall St. Rank hold PWZ as of Q4 2021.

Paulson Wealth Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
Paulson Wealth Management sold 8,622 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2021, an estimated $239K.
Paulson Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2019 and held it in 8 quarters.
Paulson Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $328K in Q4 2020.
73 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2021.

Based on Paulson Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.