Private Advisor Group’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Private Advisor Group’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 Q2	$1.16M	Buy	+47,308	New	+$1.15M	0.01%	1289
2022 Q2	–	Sell	-10,237	Closed	-$264K	–	2217
2022 Q1	$264K	Hold	10,237	–	–	﹤0.01%	1743
2021 Q4	$286K	Sell	10,237 -10,237	-50%	-$285K	﹤0.01%	1748
2021 Q3	$568K	Buy	20,474 +10,237	+100%	+$288K	﹤0.01%	1455
2021 Q2	$288K	Hold	10,237	–	–	﹤0.01%	1649
2021 Q1	$283K	Buy	+10,237	New	+$285K	﹤0.01%	1569
2014 Q4	–	Sell	-500	Closed	-$13K	–	1212
2014 Q3	$13K	Buy	+500	New	+$12.6K	﹤0.01%	1167

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Advisor Group's PWZ Position: Q2 2026 in Review

Private Advisor Group opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026: 47,308 shares worth $1.16M. The stake represents 0.01% of the portfolio and ranks #1289 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in PWZ as recently as Q1 2022.

Private Advisor Group first reported a position in PWZ in Q3 2014 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Private Advisor Group held 47,308 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.16M as of Q2 2026.
Invesco California AMT-Free Municipal Bond ETF was a new Private Advisor Group position in Q2 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1289 holding.
Private Advisor Group first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2014 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.