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Sanctuary Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Sanctuary Advisors’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
2024
Q3 		– Sell
-24,210
Closed -$591K – 2627
2024
Q2 		$591K Buy
+24,210
New +$596K ﹤0.01% 1531

Other funds holding PWZ

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sanctuary Advisors's PWZ Position: Q3 2024 in Review

Sanctuary Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2024, closing a stake of 24,210 shares — an estimated $591K sold.

Sanctuary Advisors first reported a position in PWZ in Q2 2024 and held it in 1 quarter. The position peaked at $591K in Q2 2024. 96 funds tracked by Wall St. Rank hold PWZ as of Q3 2024.

  • Sanctuary Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 24,210 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2024, an estimated $591K.
  • Sanctuary Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Sanctuary Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $591K in Q2 2024.
  • 96 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2024.

Based on Sanctuary Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.