SWP
PWZ icon

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
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

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return