SFC
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Strategic Financial Concepts’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Strategic Financial Concepts’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
-73,206
Closed -$2.94K – 597
2024
Q2 		$2.94K Buy
+73,206
New +$1.8M ﹤0.01% 518

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 Financial Concepts's PWZ Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2024, closing a stake of 73,206 shares — an estimated $2.94K sold.

Strategic Financial Concepts first reported a position in PWZ in Q2 2024 and held it in 1 quarter. The position peaked at $2.94K in Q2 2024. 96 funds tracked by Wall St. Rank hold PWZ as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 73,206 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2024, an estimated $2.94K.
  • Strategic Financial Concepts first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Invesco California AMT-Free Municipal Bond ETF position peaked at $2.94K in Q2 2024.
  • 96 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.