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 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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's PWZ Position: Q1 2026 in Review

Raymond James Financial increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 7.3% in Q1 2026, buying an estimated $115K and bringing the position to 69,887 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3487.

Raymond James Financial first reported a position in PWZ in Q4 2024 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Raymond James Financial held 69,887 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.67M as of Q1 2026.
Raymond James Financial bought 4,738 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $115K.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3487 holding.
Raymond James Financial first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.