Stratos Wealth Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Stratos Wealth Partners’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	–	Sell	-9,391	Closed	-$224K	–	1762
2026 Q1	$224K	Sell	9,391 -1,308,137	-99%	-$31.7M	﹤0.01%	1478
2025 Q4	$31.8M	Buy	1,317,528 +14,616	+1%	+$354K	0.36%	49
2025 Q3	$31.2M	Sell	1,302,912 -527,455	-29%	-$12.3M	0.37%	50
2025 Q2	$42.7M	Buy	1,830,367 +37,325	+2%	+$871K	0.58%	28
2025 Q1	$42.8M	Buy	1,793,042 +317,450	+22%	+$7.76M	0.65%	26
2024 Q4	$36.4M	Buy	1,475,592 +64,034	+5%	+$1.59M	0.51%	32
2024 Q3	$35.4M	Buy	1,411,558 +28,143	+2%	+$702K	0.51%	30
2024 Q2	$34.1M	Buy	1,383,415 +4,169	+0.3%	+$103K	0.55%	29
2024 Q1	$34.3M	Buy	+1,379,246	New	+$34.5M	0.57%	26
2018 Q1	–	Sell	-2,435	Closed	-$64K	–	3197
2017 Q4	$64K	Buy	+2,435	New	+$63.8K	﹤0.01%	1405

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

Stratos Wealth Partners's PWZ Position: Q2 2026 in Review

Stratos Wealth Partners sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026, closing a stake of 9,391 shares — an estimated $224K sold.

Stratos Wealth Partners first reported a position in PWZ in Q4 2017 and held it in 10 quarters. The position peaked at $42.8M in Q1 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Stratos Wealth Partners reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Stratos Wealth Partners sold 9,391 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $224K.
Stratos Wealth Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2017 and held it in 10 quarters.
Stratos Wealth Partners's Invesco California AMT-Free Municipal Bond ETF position peaked at $42.8M in Q1 2025.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.