Renaissance Technologies’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Renaissance Technologies’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
2025 Q4	–	Sell	-131,800	Closed	-$3.15M	–	3665
2025 Q3	$3.15M	Buy	+131,800	New	+$3.07M	﹤0.01%	1756
2024 Q1	–	Sell	-190,611	Closed	-$4.76M	–	3996
2023 Q4	$4.76M	Buy	+190,611	New	+$4.54M	0.01%	1383
2023 Q1	–	Sell	-125,585	Closed	-$3.03M	–	4306
2022 Q4	$3.03M	Buy	+125,585	New	+$2.98M	﹤0.01%	1811
2022 Q3	–	Sell	-51,952	Closed	-$1.26M	–	4339
2022 Q2	$1.26M	Buy	51,952 +37,652	+263%	+$927K	﹤0.01%	2548
2022 Q1	$369K	Buy	+14,300	New	+$384K	﹤0.01%	3367

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Renaissance Technologies's PWZ Position: Q4 2025 in Review

Renaissance Technologies sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2025, closing a stake of 131,800 shares — an estimated $3.15M sold.

Renaissance Technologies first reported a position in PWZ in Q1 2022 and held it in 5 quarters. The position peaked at $4.76M in Q4 2023. 128 funds tracked by Wall St. Rank hold PWZ as of Q4 2025.

Renaissance Technologies reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Renaissance Technologies sold 131,800 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $3.15M.
Renaissance Technologies first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2022 and held it in 5 quarters.
Renaissance Technologies's Invesco California AMT-Free Municipal Bond ETF position peaked at $4.76M in Q4 2023.
128 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.