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Seldon Capital’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Seldon Capital’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
2022
Q2 		– Sell
-31,352
Closed -$809K – 293
2022
Q1 		$809K Sell
31,352
-13,739
-30% -$369K 0.48% 33
2021
Q4 		$1.26M Buy
+45,091
New +$1.25M 0.81% 27

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Seldon Capital's PWZ Position: Q2 2022 in Review

Seldon Capital sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2022, closing a stake of 31,352 shares — an estimated $809K sold.

Seldon Capital first reported a position in PWZ in Q4 2021 and held it in 2 quarters. The position peaked at $1.26M in Q4 2021. 74 funds tracked by Wall St. Rank hold PWZ as of Q2 2022.

  • Seldon Capital reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Seldon Capital sold 31,352 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2022, an estimated $809K.
  • Seldon Capital first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2021 and held it in 2 quarters.
  • Seldon Capital's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.26M in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2022.

Based on Seldon Capital's 13F filing for Q2 2022, filed 11 Aug 2022.