SIG
PWZ icon

Spinnaker Investment Group’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Spinnaker Investment Group’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
Q1 		– Sell
-8,151
Closed -$201K – 106
2024
Q4 		$201K Buy
+8,151
New +$203K 0.05% 92
2024
Q1 		– Sell
-13,472
Closed -$337K – 90
2023
Q4 		$337K Buy
+13,472
New +$321K 0.1% 64

Other funds holding PWZ

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Investment Group's PWZ Position: Q1 2025 in Review

Spinnaker Investment Group sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2025, closing a stake of 8,151 shares — an estimated $201K sold.

Spinnaker Investment Group first reported a position in PWZ in Q4 2023 and held it in 2 quarters. The position peaked at $337K in Q4 2023. 120 funds tracked by Wall St. Rank hold PWZ as of Q1 2025.

  • Spinnaker Investment Group reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Spinnaker Investment Group sold 8,151 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $201K.
  • Spinnaker Investment Group first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and held it in 2 quarters.
  • Spinnaker Investment Group's Invesco California AMT-Free Municipal Bond ETF position peaked at $337K in Q4 2023.
  • 120 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Spinnaker Investment Group's 13F filing for Q1 2025, filed 22 Apr 2025.