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 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 Palo Alto, California $52B AUM 24.53% 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 $3.75B AUM 28.61% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's PWZ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 14% in Q1 2026, buying an estimated $33.9K and bringing the position to 11,650 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Steward Partners Investment Advisory first reported a position in PWZ in Q2 2019 and has held it in 10 quarters since. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Steward Partners Investment Advisory held 11,650 shares of Invesco California AMT-Free Municipal Bond ETF worth $278K as of Q1 2026.
Steward Partners Investment Advisory bought 1,400 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $33.9K.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1838 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 10 quarters since.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.