SI
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SimpliFi Inc’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

SimpliFi Inc’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 		$2.1M Sell
85,725
-415
-0.5% -$10.1K 0.83% 13
2026
Q1 		$2.06M Buy
86,140
+3,208
+4% +$77.7K 0.86% 13
2025
Q4 		$2M Buy
82,932
+13,916
+20% +$337K 0.85% 13
2025
Q3 		$1.65M Buy
69,016
+6,585
+11% +$153K 0.71% 16
2025
Q2 		$1.46M Buy
62,431
+2,982
+5% +$69.6K 0.64% 16
2025
Q1 		$1.42M Buy
59,449
+1,700
+3% +$41.5K 0.65% 15
2024
Q4 		$1.43M Sell
57,749
-2,957
-5% -$73.6K 0.65% 16
2024
Q3 		$1.52M Buy
60,706
+519
+0.9% +$13K 0.68% 16
2024
Q2 		$1.48M Buy
60,187
+1,241
+2% +$30.6K 0.69% 16
2024
Q1 		$1.47M Sell
58,946
-6,045
-9% -$151K 0.67% 16
2023
Q4 		$1.53M Hold
64,991
– – 0.75% 14
2023
Q3 		$1.53M Buy
64,991
+477
+0.7% +$11.6K 0.75% 14
2023
Q2 		$1.59M Buy
64,514
+25,902
+67% +$638K 0.75% 15
2023
Q1 		$956K Buy
+38,612
New +$949K 0.47% 19
2022
Q4 		– Sell
-25,787
Closed -$597K – 33
2022
Q3 		$597K Buy
25,787
+201
+0.8% +$4.92K 0.31% 18
2022
Q2 		$622K Buy
25,586
+142
+0.6% +$3.5K 0.31% 17
2022
Q1 		$656K Buy
25,444
+4,646
+22% +$125K 0.3% 19
2021
Q4 		$580K Buy
20,798
+11,002
+112% +$306K 0.25% 21
2021
Q3 		$272K Buy
+9,796
New +$275K 0.12% 23

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

SimpliFi Inc's PWZ Position: Q2 2026 in Review

SimpliFi Inc reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.48% in Q2 2026, selling an estimated $10.1K and leaving 85,725 shares worth $2.1M. The position accounts for 0.83% of the portfolio, ranked #13.

SimpliFi Inc first reported a position in PWZ in Q3 2021 and has held it in 19 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • SimpliFi Inc held 85,725 shares of Invesco California AMT-Free Municipal Bond ETF worth $2.1M as of Q2 2026.
  • SimpliFi Inc sold 415 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $10.1K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.83% of SimpliFi Inc's portfolio in Q2 2026, its #13 holding.
  • SimpliFi Inc first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.