S.A. Mason’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

S.A. Mason’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 Q3	–	Sell	-1,300	Closed	-$30.3K	–	334
2025 Q2	$30.3K	Hold	1,300	–	–	0.01%	313
2025 Q1	$31K	Sell	1,300 -100	-7%	-$2.44K	0.02%	302
2024 Q4	$34.6K	Hold	1,400	–	–	0.02%	292
2024 Q3	$35.1K	Hold	1,400	–	–	0.02%	282
2024 Q2	$34.5K	Hold	1,400	–	–	0.02%	271
2024 Q1	$34.8K	Hold	1,400	–	–	0.02%	267
2023 Q4	$35K	Hold	1,400	–	–	0.02%	263
2023 Q3	$32.9K	Hold	1,400	–	–	0.02%	266
2023 Q2	$34.7K	Hold	1,400	–	–	0.03%	268
2023 Q1	$34.7K	Hold	1,400	–	–	0.03%	268
2022 Q4	$33.8K	Hold	1,400	–	–	0.03%	269
2022 Q3	$32K	Hold	1,400	–	–	0.03%	273
2022 Q2	$34K	Hold	1,400	–	–	0.02%	278
2022 Q1	$36K	Hold	1,400	–	–	0.02%	279
2021 Q4	$39K	Hold	1,400	–	–	0.02%	270
2021 Q3	$39K	Hold	1,400	–	–	0.03%	264
2021 Q2	$39K	Hold	1,400	–	–	0.03%	262
2021 Q1	$39K	Sell	1,400 -3,250	-70%	-$90.5K	0.03%	256
2020 Q4	$130K	Buy	4,650 +2,150	+86%	+$59.6K	0.11%	167
2020 Q3	$69K	Hold	2,500	–	–	0.07%	194
2020 Q2	$68K	Buy	2,500 +140	+6%	+$3.76K	0.07%	198
2020 Q1	$64K	Hold	2,360	–	–	0.08%	190
2019 Q4	$65K	Buy	+2,360	New	+$64.5K	0.06%	206

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $3.14B AUM 22.62% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

S.A. Mason's PWZ Position: Q3 2025 in Review

S.A. Mason sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2025, closing a stake of 1,300 shares — an estimated $30.3K sold.

S.A. Mason first reported a position in PWZ in Q4 2019 and held it in 23 quarters. The position peaked at $130K in Q4 2020. 119 funds tracked by Wall St. Rank hold PWZ as of Q3 2025.

S.A. Mason reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
S.A. Mason sold 1,300 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $30.3K.
S.A. Mason first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2019 and held it in 23 quarters.
S.A. Mason's Invesco California AMT-Free Municipal Bond ETF position peaked at $130K in Q4 2020.
119 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.