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Snowden Capital Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Snowden Capital 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
2022
Q1 		– Sell
-795
Closed -$22K – 1819
2021
Q4 		$22K Buy
+795
New +$22.1K ﹤0.01% 1302

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Snowden Capital Advisors's PWZ Position: Q1 2022 in Review

Snowden Capital Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2022, closing a stake of 795 shares — an estimated $22K sold.

Snowden Capital Advisors first reported a position in PWZ in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 80 funds tracked by Wall St. Rank hold PWZ as of Q1 2022.

  • Snowden Capital Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 795 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $22K.
  • Snowden Capital Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $22K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.