Smartleaf Asset Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Smartleaf Asset Management’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 Q1	$24	Hold	1	–	–	﹤0.01%	3464
2025 Q4	$37	Hold	1	–	–	﹤0.01%	3446
2025 Q3	$37	Hold	1	–	–	﹤0.01%	2986
2025 Q2	$23	Hold	1	–	–	﹤0.01%	2709
2025 Q1	$23	Hold	1	–	–	﹤0.01%	2856
2024 Q4	$24	Hold	1	–	–	﹤0.01%	2910
2024 Q3	$25	Hold	1	–	–	﹤0.01%	2901
2024 Q2	$24	Hold	1	–	–	﹤0.01%	2735
2024 Q1	$24	Hold	1	–	–	﹤0.01%	1850
2023 Q4	$25	Buy	+1	New	+$24	﹤0.01%	1110

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smartleaf Asset Management's PWZ Position: Q1 2026 in Review

Smartleaf Asset Management held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q1 2026 at 1 share worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #3464.

Smartleaf Asset Management first reported a position in PWZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $37 in Q4 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Smartleaf Asset Management held 1 share of Invesco California AMT-Free Municipal Bond ETF worth $24 as of Q1 2026.
Smartleaf Asset Management left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q1 2026.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3464 holding.
Smartleaf Asset Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $37 in Q4 2025.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.