Southland Equity Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Southland Equity Partners’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
2025 Q3	–	Sell	-9,950	Closed	-$232K	–	255
2025 Q2	$232K	Hold	9,950	–	–	0.05%	210
2025 Q1	$237K	Hold	9,950	–	–	0.06%	200
2024 Q4	$246K	Hold	9,950	–	–	0.06%	190
2024 Q3	$250K	Hold	9,950	–	–	0.06%	194
2024 Q2	$245K	Hold	9,950	–	–	0.07%	183
2024 Q1	$247K	Buy	+9,950	New	+$249K	0.07%	187

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 $7.29B AUM 16.22% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Southland Equity Partners's PWZ Position: Q3 2025 in Review

Southland Equity Partners sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2025, closing a stake of 9,950 shares — an estimated $232K sold.

Southland Equity Partners first reported a position in PWZ in Q1 2024 and held it in 6 quarters. The position peaked at $250K in Q3 2024. 119 funds tracked by Wall St. Rank hold PWZ as of Q3 2025.

Southland Equity Partners reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Southland Equity Partners sold 9,950 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $232K.
Southland Equity Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2024 and held it in 6 quarters.
Southland Equity Partners's Invesco California AMT-Free Municipal Bond ETF position peaked at $250K in Q3 2024.
119 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Southland Equity Partners's 13F filing for Q3 2025, filed 15 Oct 2025.