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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
Q2 		$493K Buy
20,126
+6,564
+48% +$159K 0.01% 782
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 $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

Savvy Advisors Inc's PWZ Position: Q2 2026 in Review

Savvy Advisors Inc increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 48% in Q2 2026, buying an estimated $159K and bringing the position to 20,126 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #782.

Savvy Advisors Inc first reported a position in PWZ in Q3 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Savvy Advisors Inc held 20,126 shares of Invesco California AMT-Free Municipal Bond ETF worth $493K as of Q2 2026.
  • Savvy Advisors Inc bought 6,564 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $159K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #782 holding.
  • Savvy Advisors Inc first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.