Steward Partners Investment Advisory
PWZ icon

Steward Partners Investment Advisory’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Steward Partners Investment Advisory’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 		$286K Hold
11,650
– – ﹤0.01% 2031
2026
Q1 		$278K Buy
11,650
+1,400
+14% +$33.9K ﹤0.01% 1838
2025
Q4 		$248K Hold
10,250
– – ﹤0.01% 1815
2025
Q3 		$245K Hold
10,250
– – ﹤0.01% 1763
2025
Q2 		$239K Sell
10,250
-157
-2% -$3.66K ﹤0.01% 1670
2025
Q1 		$248K Hold
10,407
– – ﹤0.01% 1546
2024
Q4 		$257K Buy
10,407
+157
+2% +$3.91K ﹤0.01% 1484
2024
Q3 		$257K Buy
+10,250
New +$256K ﹤0.01% 1400
2020
Q1 		– Sell
-3,891
Closed -$106K – 2655
2019
Q4 		$106K Hold
3,891
– – ﹤0.01% 1114
2019
Q3 		$106K Hold
3,891
– – ﹤0.01% 1061
2019
Q2 		$104K Buy
+3,891
New +$104K ﹤0.01% 1038

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
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Miracle Mile Advisors
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
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EP Wealth Advisors
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

Steward Partners Investment Advisory's PWZ Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q2 2026 at 11,650 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

Steward Partners Investment Advisory first reported a position in PWZ in Q2 2019 and has held it in 11 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Steward Partners Investment Advisory held 11,650 shares of Invesco California AMT-Free Municipal Bond ETF worth $286K as of Q2 2026.
  • Steward Partners Investment Advisory left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2031 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2019 and has held it in 11 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.