Plancorp LLC’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Plancorp LLC’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	$4.48M	Buy	+193,964	New	+$4.6M	0.1%	103

Other funds holding PWZ

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return

Navigation Group Redwood City, California $501M AUM

Plancorp LLC's PWZ Position: Q3 2026 in Review

Plancorp LLC opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2026: 193,964 shares worth $4.48M. The stake represents 0.1% of the portfolio and ranks #103 among its holdings.

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

Plancorp LLC held 193,964 shares of Invesco California AMT-Free Municipal Bond ETF worth $4.48M as of Q3 2026.
Invesco California AMT-Free Municipal Bond ETF was a new Plancorp LLC position in Q3 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.1% of Plancorp LLC's portfolio in Q3 2026, its #103 holding.
46 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.