Private Client Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Private Client Services’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	–	Sell	-8,650	Closed	-$212K	–	255
2026 Q2	$212K	Buy	8,650 +81	+0.9%	+$1.96K	0.06%	216
2026 Q1	$205K	Buy	8,569 +81	+1%	+$1.96K	0.06%	202
2025 Q4	$205K	Sell	8,488 -413	-5%	-$10K	0.06%	190
2025 Q3	$213K	Buy	+8,901	New	+$207K	0.07%	187

Other funds holding PWZ

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Private Client Services's PWZ Position: Q3 2026 in Review

Private Client Services sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2026, closing a stake of 8,650 shares — an estimated $212K sold.

Private Client Services first reported a position in PWZ in Q3 2025 and held it in 4 quarters. The position peaked at $213K in Q3 2025. 10 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

Private Client Services reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
Private Client Services sold 8,650 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $212K.
Private Client Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2025 and held it in 4 quarters.
Private Client Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $213K in Q3 2025.
10 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.