Syon Capital’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Syon Capital’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	$28.8M	Sell	1,205,055 -83,740	-6%	-$2.03M	1.45%	14
2025 Q4	$31.1M	Sell	1,288,795 -8,424	-0.6%	-$204K	1.55%	11
2025 Q3	$31M	Sell	1,297,219 -54,399	-4%	-$1.27M	1.67%	12
2025 Q2	$31.5M	Buy	1,351,618 +303,478	+29%	+$7.08M	2.08%	10
2025 Q1	$25M	Sell	1,048,140 -42,572	-4%	-$1.04M	2.04%	10
2024 Q4	$26.9M	Buy	+1,090,712	New	+$27.2M	2.43%	9

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 $8.53B AUM 21.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Syon Capital's PWZ Position: Q1 2026 in Review

Syon Capital reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 6.5% in Q1 2026, selling an estimated $2.03M and leaving 1,205,055 shares worth $28.8M. The position accounts for 1.45% of the portfolio, ranked #14.

Syon Capital first reported a position in PWZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.5M in Q2 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Syon Capital held 1,205,055 shares of Invesco California AMT-Free Municipal Bond ETF worth $28.8M as of Q1 2026.
Syon Capital sold 83,740 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $2.03M.
Invesco California AMT-Free Municipal Bond ETF made up 1.45% of Syon Capital's portfolio in Q1 2026, its #14 holding.
Syon Capital first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
Syon Capital's Invesco California AMT-Free Municipal Bond ETF position peaked at $31.5M in Q2 2025.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.