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Root Financial Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Root Financial Partners’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 		– Sell
-4,443
Closed -$106K – 2491
2026
Q1 		$106K Sell
4,443
-5,797
-57% -$140K ﹤0.01% 539
2025
Q4 		$247K Hold
10,240
– – 0.01% 259
2025
Q3 		$245K Hold
10,240
– – 0.02% 239
2025
Q2 		$239K Buy
+10,240
New +$239K 0.02% 216

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

Root Financial Partners's PWZ Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026, closing a stake of 4,443 shares — an estimated $106K sold.

Root Financial Partners first reported a position in PWZ in Q2 2025 and held it in 4 quarters. The position peaked at $247K in Q4 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4,443 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $106K.
  • Root Financial Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2025 and held it in 4 quarters.
  • Root Financial Partners's Invesco California AMT-Free Municipal Bond ETF position peaked at $247K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.