SVWG
PWZ icon

Shared Vision Wealth Group’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Shared Vision Wealth Group’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 		$7.62M Buy
310,889
+275,580
+780% +$6.68M 2.62% 8
2026
Q1 		$843K Hold
35,309
– – 0.34% 46
2025
Q4 		$853K Hold
35,309
– – 0.35% 44
2025
Q3 		$858K Buy
35,309
+17,000
+93% +$396K 0.36% 43
2025
Q2 		$419K Buy
+18,309
New +$427K 0.21% 53

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

Shared Vision Wealth Group's PWZ Position: Q2 2026 in Review

Shared Vision Wealth Group increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 780% in Q2 2026, buying an estimated $6.68M and bringing the position to 310,889 shares worth $7.62M. The position accounts for 2.62% of the portfolio, ranked #8.

Shared Vision Wealth Group first reported a position in PWZ in Q2 2025 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Shared Vision Wealth Group held 310,889 shares of Invesco California AMT-Free Municipal Bond ETF worth $7.62M as of Q2 2026.
  • Shared Vision Wealth Group bought 275,580 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $6.68M.
  • Invesco California AMT-Free Municipal Bond ETF made up 2.62% of Shared Vision Wealth Group's portfolio in Q2 2026, its #8 holding.
  • Shared Vision Wealth Group first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.