Raymond James Financial
PWZ icon

Raymond James Financial’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Raymond James Financial’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 		$1.76M Buy
71,630
+1,743
+2% +$42.3K ﹤0.01% 3584
2026
Q1 		$1.67M Buy
69,887
+4,738
+7% +$115K ﹤0.01% 3487
2025
Q4 		$1.57M Buy
65,149
+44,782
+220% +$1.08M ﹤0.01% 3459
2025
Q3 		$487K Buy
20,367
+2,464
+14% +$57.4K ﹤0.01% 4128
2025
Q2 		$418K Sell
17,903
-7,429
-29% -$173K ﹤0.01% 4111
2025
Q1 		$604K Buy
25,332
+4,394
+21% +$107K ﹤0.01% 3814
2024
Q4 		$517K Buy
+20,938
New +$521K ﹤0.01% 3888

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

Raymond James Financial's PWZ Position: Q2 2026 in Review

Raymond James Financial increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 2.5% in Q2 2026, buying an estimated $42.3K and bringing the position to 71,630 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #3584.

Raymond James Financial first reported a position in PWZ in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Raymond James Financial held 71,630 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.76M as of Q2 2026.
  • Raymond James Financial bought 1,743 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $42.3K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3584 holding.
  • Raymond James Financial first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.