PFS
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Prospera Financial Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Prospera Financial 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 		$948K Buy
38,693
+1,037
+3% +$25.1K 0.01% 798
2026
Q1 		$899K Sell
37,656
-3,899
-9% -$94.5K 0.01% 755
2025
Q4 		$1M Sell
41,555
-2,341
-5% -$56.7K 0.02% 668
2025
Q3 		$1.05M Buy
43,896
+683
+2% +$15.9K 0.02% 665
2025
Q2 		$1.01M Sell
43,213
-1,762
-4% -$41.1K 0.02% 653
2025
Q1 		$1.07M Sell
44,975
-30,489
-40% -$745K 0.02% 545
2024
Q4 		$1.86M Buy
75,464
+6,493
+9% +$162K 0.04% 386
2024
Q3 		$1.73M Buy
68,971
+132
+0.2% +$3.29K 0.04% 369
2024
Q2 		$1.7M Buy
68,839
+390
+0.6% +$9.61K 0.05% 371
2024
Q1 		$1.7M Buy
68,449
+368
+0.5% +$9.2K 0.05% 364
2023
Q4 		$1.7M Sell
68,081
-2,489
-4% -$59.3K 0.06% 342
2023
Q3 		$1.66M Buy
70,570
+2,404
+4% +$58.4K 0.06% 303
2023
Q2 		$1.68M Buy
+68,166
New +$1.68M 0.06% 296

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

Prospera Financial Services's PWZ Position: Q2 2026 in Review

Prospera Financial Services increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 2.8% in Q2 2026, buying an estimated $25.1K and bringing the position to 38,693 shares worth $948K. The position accounts for 0.01% of the portfolio, ranked #798.

Prospera Financial Services first reported a position in PWZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.86M in Q4 2024. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Prospera Financial Services held 38,693 shares of Invesco California AMT-Free Municipal Bond ETF worth $948K as of Q2 2026.
  • Prospera Financial Services bought 1,037 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $25.1K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #798 holding.
  • Prospera Financial Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Prospera Financial Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.86M in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.