Royal Bank of Canada
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Royal Bank of Canada’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Royal Bank of Canada’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 		$373K Buy
15,645
+635
+4% +$15.4K ﹤0.01% 4347
2025
Q4 		$363K Buy
15,010
+443
+3% +$10.7K ﹤0.01% 4400
2025
Q3 		$348K Buy
14,567
+4,389
+43% +$102K ﹤0.01% 4740
2025
Q2 		$238K Sell
10,178
-8,532
-46% -$199K ﹤0.01% 5031
2025
Q1 		$446K Sell
18,710
-1,133
-6% -$27.7K ﹤0.01% 4089
2024
Q4 		$490K Buy
19,843
+3,503
+21% +$87.2K ﹤0.01% 4111
2024
Q3 		$410K Buy
16,340
+725
+5% +$18.1K ﹤0.01% 4253
2024
Q2 		$385K Buy
15,615
+2,348
+18% +$57.9K ﹤0.01% 4210
2024
Q1 		$330K Hold
13,267
– – ﹤0.01% 4270
2023
Q4 		$331K Hold
13,267
– – ﹤0.01% 4648
2023
Q3 		$311K Sell
13,267
-1,520
-10% -$36.9K ﹤0.01% 4415
2023
Q2 		$364K Sell
14,787
-200
-1% -$4.93K ﹤0.01% 4202
2023
Q1 		$371K Sell
14,987
-432
-3% -$10.6K ﹤0.01% 4124
2022
Q4 		$372K Buy
15,419
+2,697
+21% +$64K ﹤0.01% 4367
2022
Q3 		$295K Buy
12,722
+3
+0% +$73 ﹤0.01% 4448
2022
Q2 		$309K Buy
12,719
+1,320
+12% +$32.5K ﹤0.01% 4446
2022
Q1 		$294K Buy
11,399
+3,000
+36% +$80.7K ﹤0.01% 4741
2021
Q4 		$234K Sell
8,399
-1,955
-19% -$54.4K ﹤0.01% 5187
2021
Q3 		$287K Buy
10,354
+1,160
+13% +$32.6K ﹤0.01% 4826
2021
Q2 		$258K Sell
9,194
-4,464
-33% -$125K ﹤0.01% 4853
2021
Q1 		$377K Buy
13,658
+3,065
+29% +$85.4K ﹤0.01% 4418
2020
Q4 		$297K Buy
10,593
+4,307
+69% +$119K ﹤0.01% 4553
2020
Q3 		$174K Buy
6,286
+1,900
+43% +$52.6K ﹤0.01% 4640
2020
Q2 		$120K Sell
4,386
-3,511
-44% -$94.3K ﹤0.01% 4740
2020
Q1 		$213K Buy
7,897
+261
+3% +$7.16K ﹤0.01% 4285
2019
Q4 		$209K Sell
7,636
-430
-5% -$11.7K ﹤0.01% 4610
2019
Q3 		$221K Buy
8,066
+330
+4% +$9K ﹤0.01% 4388
2019
Q2 		$208K Sell
7,736
-1,948
-20% -$51.9K ﹤0.01% 4461
2019
Q1 		$255K Sell
9,684
-1,800
-16% -$46.6K ﹤0.01% 4200
2018
Q4 		$296K Sell
11,484
-8,516
-43% -$216K ﹤0.01% 4093
2018
Q3 		$510K Buy
20,000
+6,099
+44% +$157K ﹤0.01% 3896
2018
Q2 		$360K Sell
13,901
-73,887
-84% -$1.9M ﹤0.01% 4044
2018
Q1 		$2.25M Buy
87,788
+79,441
+952% +$2.05M ﹤0.01% 2599
2017
Q4 		$220K Sell
8,347
-18,735
-69% -$491K ﹤0.01% 4362
2017
Q3 		$707K Buy
27,082
+19,905
+277% +$521K ﹤0.01% 3524
2017
Q2 		$187K Sell
7,177
-193,077
-96% -$4.98M ﹤0.01% 4399
2017
Q1 		$5.08M Buy
200,254
+194,136
+3,173% +$4.91M ﹤0.01% 1905
2016
Q4 		$155K Sell
6,118
-2,361
-28% -$60.6K ﹤0.01% 4631
2016
Q3 		$225K Buy
8,479
+816
+11% +$21.8K ﹤0.01% 4355
2016
Q2 		$206K Buy
7,663
+2,283
+42% +$60.5K ﹤0.01% 4391
2016
Q1 		$141K Sell
5,380
-4,782
-47% -$124K ﹤0.01% 4583
2015
Q4 		$264K Sell
10,162
-11,773
-54% -$301K ﹤0.01% 4328
2015
Q3 		$558K Sell
21,935
-33,314
-60% -$842K ﹤0.01% 3393
2015
Q2 		$1.38M Buy
55,249
+34,413
+165% +$873K ﹤0.01% 2620
2015
Q1 		$536K Buy
20,836
+13,068
+168% +$338K ﹤0.01% 3440
2014
Q4 		$200K Hold
7,768
– – ﹤0.01% 4339
2014
Q3 		$198K Sell
7,768
-2,185
-22% -$55.2K ﹤0.01% 4197
2014
Q2 		$250K Sell
9,953
-18,778
-65% -$467K ﹤0.01% 4008
2014
Q1 		$700K Sell
28,731
-457
-2% -$10.9K ﹤0.01% 3078
2013
Q4 		$677K Sell
29,188
-30,266
-51% -$704K ﹤0.01% 3175
2013
Q3 		$1.38M Buy
59,454
+49,795
+516% +$1.15M ﹤0.01% 2482
2013
Q2 		$230K Buy
+9,659
New +$241K ﹤0.01% 3782

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada's PWZ Position: Q1 2026 in Review

Royal Bank of Canada increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 4.2% in Q1 2026, buying an estimated $15.4K and bringing the position to 15,645 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #4347.

Royal Bank of Canada first reported a position in PWZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.08M in Q1 2017. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Royal Bank of Canada held 15,645 shares of Invesco California AMT-Free Municipal Bond ETF worth $373K as of Q1 2026.
  • Royal Bank of Canada bought 635 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $15.4K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #4347 holding.
  • Royal Bank of Canada first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Royal Bank of Canada's Invesco California AMT-Free Municipal Bond ETF position peaked at $5.08M in Q1 2017.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.