SW
PWZ icon

SteelPeak Wealth’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

SteelPeak Wealth’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 		$1.82M Sell
74,450
-11,155
-13% -$270K 0.05% 243
2026
Q1 		$2.04M Sell
85,605
-1,269
-1% -$30.7K 0.06% 218
2025
Q4 		$2.1M Sell
86,874
-5,933
-6% -$144K 0.07% 196
2025
Q3 		$2.22M Sell
92,807
-27,590
-23% -$643K 0.07% 199
2025
Q2 		$2.81M Buy
120,397
+7,708
+7% +$180K 0.11% 139
2025
Q1 		$2.69M Buy
112,689
+25,886
+30% +$632K 0.11% 142
2024
Q4 		$2.14M Sell
86,803
-29,945
-26% -$746K 0.09% 170
2024
Q3 		$2.93M Sell
116,748
-2,614
-2% -$65.2K 0.13% 126
2024
Q2 		$2.94M Sell
119,362
-17,605
-13% -$434K 0.14% 121
2024
Q1 		$3.41M Buy
136,967
+50,241
+58% +$1.26M 0.17% 104
2023
Q4 		$2.17M Sell
86,726
-61,192
-41% -$1.46M 0.13% 129
2023
Q3 		$3.47M Sell
147,918
-16,286
-10% -$396K 0.22% 93
2023
Q2 		$4.05M Buy
164,204
+3,725
+2% +$91.8K 0.24% 76
2023
Q1 		$3.98M Buy
160,479
+83,348
+108% +$2.05M 0.27% 78
2022
Q4 		$1.86M Sell
77,131
-36,956
-32% -$876K 0.14% 121
2022
Q3 		$2.64M Sell
114,087
-31,302
-22% -$767K 0.2% 92
2022
Q2 		$3.54M Buy
145,389
+3,400
+2% +$83.8K 0.25% 76
2022
Q1 		$3.66M Sell
141,989
-1,551
-1% -$41.7K 0.21% 86
2021
Q4 		$4M Buy
143,540
+27,454
+24% +$763K 0.23% 85
2021
Q3 		$3.22M Buy
116,086
+3,005
+3% +$84.5K 0.21% 87
2021
Q2 		$3.18M Buy
113,081
+457
+0.4% +$12.8K 0.22% 91
2021
Q1 		$3.12M Buy
112,624
+1,482
+1% +$41.3K 0.25% 82
2020
Q4 		$3.11M Buy
111,142
+620
+0.6% +$17.2K 0.28% 77
2020
Q3 		$3.05M Buy
110,522
+23,063
+26% +$638K 0.33% 68
2020
Q2 		$2.39M Buy
87,459
+19,514
+29% +$524K 0.3% 71
2020
Q1 		$1.83M Buy
67,945
+2,938
+5% +$80.6K 0.29% 74
2019
Q4 		$1.78M Buy
+65,007
New +$1.78M 0.24% 87

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

SteelPeak Wealth's PWZ Position: Q2 2026 in Review

SteelPeak Wealth reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 13% in Q2 2026, selling an estimated $270K and leaving 74,450 shares worth $1.82M. The position accounts for 0.05% of the portfolio, ranked #243.

SteelPeak Wealth first reported a position in PWZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.05M in Q2 2023. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • SteelPeak Wealth held 74,450 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.82M as of Q2 2026.
  • SteelPeak Wealth sold 11,155 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $270K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #243 holding.
  • SteelPeak Wealth first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Invesco California AMT-Free Municipal Bond ETF position peaked at $4.05M in Q2 2023.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.