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

Savvy Advisors Inc’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 		$324K Sell
13,562
-1,717
-11% -$41.6K 0.01% 835
2025
Q4 		$369K Sell
15,279
-2,073
-12% -$50.2K 0.01% 685
2025
Q3 		$415K Buy
+17,352
New +$404K 0.02% 490

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

Savvy Advisors Inc's PWZ Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 11% in Q1 2026, selling an estimated $41.6K and leaving 13,562 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #835.

Savvy Advisors Inc first reported a position in PWZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $415K in Q3 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Savvy Advisors Inc held 13,562 shares of Invesco California AMT-Free Municipal Bond ETF worth $324K as of Q1 2026.
  • Savvy Advisors Inc sold 1,717 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $41.6K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #835 holding.
  • Savvy Advisors Inc first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Invesco California AMT-Free Municipal Bond ETF position peaked at $415K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.