Simplex Trading
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Simplex Trading’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Simplex Trading’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 		$35.6K Sell
1,454
-137
-9% -$3.32K ﹤0.01% 6615
2026
Q1 		$38K Buy
+1,591
New +$38.5K ﹤0.01% 6152

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

Simplex Trading's PWZ Position: Q2 2026 in Review

Simplex Trading reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 8.6% in Q2 2026, selling an estimated $3.32K and leaving 1,454 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6615.

Simplex Trading first reported a position in PWZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $38K in Q1 2026. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Simplex Trading held 1,454 shares of Invesco California AMT-Free Municipal Bond ETF worth $35.6K as of Q2 2026.
  • Simplex Trading sold 137 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $3.32K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #6615 holding.
  • Simplex Trading first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Simplex Trading's Invesco California AMT-Free Municipal Bond ETF position peaked at $38K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.