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Planned Solutions’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Planned Solutions’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
2024
Q1 		– Sell
-294
Closed -$7.34K – 431
2023
Q4 		$7.34K Buy
+294
New +$7K ﹤0.01% 447

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planned Solutions's PWZ Position: Q1 2024 in Review

Planned Solutions sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2024, closing a stake of 294 shares — an estimated $7.34K sold.

Planned Solutions first reported a position in PWZ in Q4 2023 and held it in 1 quarter. The position peaked at $7.34K in Q4 2023. 87 funds tracked by Wall St. Rank hold PWZ as of Q1 2024.

  • Planned Solutions reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 294 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2024, an estimated $7.34K.
  • Planned Solutions first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Planned Solutions's Invesco California AMT-Free Municipal Bond ETF position peaked at $7.34K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.