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

Tidemark’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
2025 Q2	–	Sell	-838	Closed	-$20K	–	741
2025 Q1	$20K	Buy	838 +1	+0.1%	+$24	0.01%	344
2024 Q4	$20.7K	Buy	837 +1	+0.1%	+$25	0.01%	343
2024 Q3	$21K	Hold	836	–	–	0.01%	334
2024 Q2	$20.6K	Sell	836 -313	-27%	-$7.71K	0.01%	318
2024 Q1	$28.6K	Buy	1,149 +1	+0.1%	+$25	0.02%	298
2023 Q4	$28.7K	Buy	+1,148	New	+$27.3K	0.02%	292

Other funds holding PWZ

Wealthfront Advisers

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

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America

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