PCS
PWZ icon

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
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Client Services's PWZ Position: Q2 2026 in Review

Private Client Services increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.95% in Q2 2026, buying an estimated $1.96K and bringing the position to 8,650 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #216.

Private Client Services first reported a position in PWZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $213K in Q3 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Private Client Services held 8,650 shares of Invesco California AMT-Free Municipal Bond ETF worth $212K as of Q2 2026.
  • Private Client Services bought 81 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.96K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.06% of Private Client Services's portfolio in Q2 2026, its #216 holding.
  • Private Client Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Private Client Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $213K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.