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Robertson Stephens Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Robertson Stephens Wealth 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 		$5.84M Buy
238,198
+39,333
+20% +$954K 0.14% 115
2026
Q1 		$4.75M Buy
198,865
+146,509
+280% +$3.55M 0.13% 128
2025
Q4 		$1.26M Buy
52,356
+28,508
+120% +$690K 0.03% 262
2025
Q3 		$570K Hold
23,848
– – 0.02% 336
2025
Q2 		$557K Hold
23,848
– – 0.02% 350
2025
Q1 		$569K Hold
23,848
– – 0.02% 348
2024
Q4 		$589K Hold
23,848
– – 0.02% 334
2024
Q3 		$598K Buy
+23,848
New +$595K 0.02% 374

Other funds holding PWZ

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SVWG
Shared Vision Wealth Group Carlsbad, United States $291M AUM 22.01% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
NG
Navigation Group Redwood City, California $514M AUM

Robertson Stephens Wealth Management's PWZ Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 20% in Q2 2026, buying an estimated $954K and bringing the position to 238,198 shares worth $5.84M. The position accounts for 0.14% of the portfolio, ranked #115.

Robertson Stephens Wealth Management first reported a position in PWZ in Q3 2024 and has held it in 8 quarters since. 52 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Robertson Stephens Wealth Management held 238,198 shares of Invesco California AMT-Free Municipal Bond ETF worth $5.84M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 39,333 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $954K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.14% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Robertson Stephens Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 52 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.