SEIA
PWZ icon

Signature Estate & Investment Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Signature Estate & Investment 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
2020
Q3 		– Sell
-7,779
Closed -$212K – 154
2020
Q2 		$212K Buy
+7,779
New +$209K 0.02% 133

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Signature Estate & Investment Advisors's PWZ Position: Q3 2020 in Review

Signature Estate & Investment Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2020, closing a stake of 7,779 shares — an estimated $212K sold.

Signature Estate & Investment Advisors first reported a position in PWZ in Q2 2020 and held it in 1 quarter. The position peaked at $212K in Q2 2020. 64 funds tracked by Wall St. Rank hold PWZ as of Q3 2020.

  • Signature Estate & Investment Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 7,779 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2020, an estimated $212K.
  • Signature Estate & Investment Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2020 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $212K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2020.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.