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Strategic Blueprint’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Strategic Blueprint’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
2024
Q3 		– Sell
-8,432
Closed -$208K – 677
2024
Q2 		$208K Hold
8,432
– – 0.01% 580
2024
Q1 		$210K Buy
+8,432
New +$211K 0.01% 574
2021
Q3 		– Sell
-5,918
Closed -$166K – 1093
2021
Q2 		$166K Buy
+5,918
New +$166K 0.03% 399

Other funds holding PWZ

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Blueprint's PWZ Position: Q3 2024 in Review

Strategic Blueprint sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2024, closing a stake of 8,432 shares — an estimated $208K sold.

Strategic Blueprint first reported a position in PWZ in Q2 2021 and held it in 3 quarters. The position peaked at $210K in Q1 2024. 96 funds tracked by Wall St. Rank hold PWZ as of Q3 2024.

  • Strategic Blueprint reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Blueprint sold 8,432 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2024, an estimated $208K.
  • Strategic Blueprint first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2021 and held it in 3 quarters.
  • Strategic Blueprint's Invesco California AMT-Free Municipal Bond ETF position peaked at $210K in Q1 2024.
  • 96 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2024.

Based on Strategic Blueprint's 13F filing for Q3 2024, filed 25 Oct 2024.