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

Sax Wealth 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
2026 Q3	$228K	Buy	+10,241	New	+$243K	0.01%	664

Other funds holding PWZ

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Sax Wealth Advisors's PWZ Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2026: 10,241 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #664 among its holdings.

10 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

Sax Wealth Advisors held 10,241 shares of Invesco California AMT-Free Municipal Bond ETF worth $228K as of Q3 2026.
Invesco California AMT-Free Municipal Bond ETF was a new Sax Wealth Advisors position in Q3 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #664 holding.
10 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.