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Private Trust Company’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Private Trust Company’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
2023
Q1 		– Sell
-1,824
Closed -$44K – 2350
2022
Q4 		$44K Buy
+1,824
New +$43.3K 0.01% 1004

Other funds holding PWZ

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Trust Company's PWZ Position: Q1 2023 in Review

Private Trust Company sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2023, closing a stake of 1,824 shares — an estimated $44K sold.

Private Trust Company first reported a position in PWZ in Q4 2022 and held it in 1 quarter. The position peaked at $44K in Q4 2022. 69 funds tracked by Wall St. Rank hold PWZ as of Q1 2023.

  • Private Trust Company reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Private Trust Company sold 1,824 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2023, an estimated $44K.
  • Private Trust Company first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Private Trust Company's Invesco California AMT-Free Municipal Bond ETF position peaked at $44K in Q4 2022.
  • 69 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2023.

Based on Private Trust Company's 13F filing for Q1 2023, filed 12 Apr 2023.