Sweeney & Michel’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Sweeney & Michel’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	$483K	Hold	20,000	–	–	0.13%	99
2026 Q1	$485K	Hold	20,000	–	–	0.14%	94
2025 Q4	$485K	Hold	20,000	–	–	0.14%	96
2025 Q3	$482K	Hold	20,000	–	–	0.16%	87
2025 Q2	$464K	Sell	20,000 -2,000	-9%	-$46.7K	0.16%	90
2025 Q1	$500K	Buy	+22,000	New	+$538K	0.22%	73
2024 Q3	$552K	Buy	22,000 +4,000	+22%	+$99.8K	0.22%	69
2024 Q2	$447K	Hold	18,000	–	–	0.19%	73
2024 Q1	$446K	Buy	+18,000	New	+$450K	0.2%	74
2023 Q3	$400K	Buy	17,000 +1,000	+6%	+$24.3K	0.21%	72
2023 Q2	$391K	Hold	16,000	–	–	0.2%	77
2023 Q1	$394K	Buy	+16,000	New	+$393K	0.21%	78

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

Sweeney & Michel's PWZ Position: Q2 2026 in Review

Sweeney & Michel held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q2 2026 at 20,000 shares worth $483K. The position accounts for 0.13% of the portfolio, ranked #99.

Sweeney & Michel first reported a position in PWZ in Q1 2023 and has held it in 12 quarters since. The position peaked at $552K in Q3 2024. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Sweeney & Michel held 20,000 shares of Invesco California AMT-Free Municipal Bond ETF worth $483K as of Q2 2026.
Sweeney & Michel left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.13% of Sweeney & Michel's portfolio in Q2 2026, its #99 holding.
Sweeney & Michel first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's Invesco California AMT-Free Municipal Bond ETF position peaked at $552K in Q3 2024.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.