Stifel Financial’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Stifel Financial’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	$443K	Buy	18,085 +6,699	+59%	+$162K	﹤0.01%	3041
2026 Q1	$272K	Buy	+11,386	New	+$276K	﹤0.01%	3248
2025 Q3	–	Sell	-17,416	Closed	-$406K	–	3624
2025 Q2	$406K	Sell	17,416 -5,446	-24%	-$127K	﹤0.01%	2884
2025 Q1	$545K	Buy	22,862 +4,859	+27%	+$119K	﹤0.01%	2628
2024 Q4	$445K	Buy	18,003 +615	+4%	+$15.3K	﹤0.01%	2748
2024 Q3	$436K	Sell	17,388 -1,400	-7%	-$34.9K	﹤0.01%	2758
2024 Q2	$463K	Sell	18,788 -2,392	-11%	-$58.9K	﹤0.01%	2672
2024 Q1	$527K	Buy	21,180 +6,483	+44%	+$162K	﹤0.01%	2582
2023 Q4	$367K	Buy	14,697 +2,758	+23%	+$65.7K	﹤0.01%	2732
2023 Q3	$280K	Buy	+11,939	New	+$290K	﹤0.01%	2828

Other funds holding PWZ

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

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial's PWZ Position: Q2 2026 in Review

Stifel Financial increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 59% in Q2 2026, buying an estimated $162K and bringing the position to 18,085 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #3041.

Stifel Financial first reported a position in PWZ in Q3 2023 and has held it in 10 quarters since. The position peaked at $545K in Q1 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Stifel Financial held 18,085 shares of Invesco California AMT-Free Municipal Bond ETF worth $443K as of Q2 2026.
Stifel Financial bought 6,699 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $162K.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3041 holding.
Stifel Financial first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2023 and has held it in 10 quarters since.
Stifel Financial's Invesco California AMT-Free Municipal Bond ETF position peaked at $545K in Q1 2025.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.