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Quantinno Capital Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Quantinno Capital Management’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 		$924K Buy
37,685
+2,626
+7% +$63.7K ﹤0.01% 2616
2026
Q1 		$837K Sell
35,059
-2,881
-8% -$69.8K ﹤0.01% 2310
2025
Q4 		$917K Sell
37,940
-328
-0.9% -$7.94K ﹤0.01% 1865
2025
Q3 		$915K Buy
38,268
+10,124
+36% +$236K ﹤0.01% 1544
2025
Q2 		$657K Buy
+28,144
New +$657K ﹤0.01% 1494

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

Quantinno Capital Management's PWZ Position: Q2 2026 in Review

Quantinno Capital Management increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 7.5% in Q2 2026, buying an estimated $63.7K and bringing the position to 37,685 shares worth $924K. The position accounts for ﹤0.01% of the portfolio, ranked #2616.

Quantinno Capital Management first reported a position in PWZ in Q2 2025 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Quantinno Capital Management held 37,685 shares of Invesco California AMT-Free Municipal Bond ETF worth $924K as of Q2 2026.
  • Quantinno Capital Management bought 2,626 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $63.7K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #2616 holding.
  • Quantinno Capital Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.