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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 $52B AUM 24.53% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidemark's PWZ Position: Q2 2025 in Review

Tidemark sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2025, closing a stake of 838 shares — an estimated $20K sold.

Tidemark first reported a position in PWZ in Q4 2023 and held it in 6 quarters. The position peaked at $28.7K in Q4 2023. 112 funds tracked by Wall St. Rank hold PWZ as of Q2 2025.

  • Tidemark reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Tidemark sold 838 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $20K.
  • Tidemark first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and held it in 6 quarters.
  • Tidemark's Invesco California AMT-Free Municipal Bond ETF position peaked at $28.7K in Q4 2023.
  • 112 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Tidemark's 13F filing for Q2 2025, filed 11 Aug 2025.