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

TME Financial’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 Q3	$262K	Sell	11,752 -556	-5%	-$13.2K	0.16%	63
2026 Q2	$302K	Buy	12,308 +34	+0.3%	+$824	0.19%	55
2026 Q1	$293K	Buy	12,274 +1,127	+10%	+$27.3K	0.2%	58
2025 Q4	$269K	Buy	11,147 +1,699	+18%	+$41.1K	0.19%	59
2025 Q3	$226K	Sell	9,448 -2,927	-24%	-$68.2K	0.17%	64
2025 Q2	$289K	Sell	12,375 -6,892	-36%	-$161K	0.23%	59
2025 Q1	$460K	Sell	19,267 -646	-3%	-$15.8K	0.4%	46
2024 Q4	$499K	Buy	+19,913	New	+$496K	0.47%	39

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return

Shared Vision Wealth Group Carlsbad, United States $286M AUM 13.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TME Financial's PWZ Position: Q3 2026 in Review

TME Financial reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 4.5% in Q3 2026, selling an estimated $13.2K and leaving 11,752 shares worth $262K. The position accounts for 0.16% of the portfolio, ranked #63.

TME Financial first reported a position in PWZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $499K in Q4 2024. 89 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

TME Financial held 11,752 shares of Invesco California AMT-Free Municipal Bond ETF worth $262K as of Q3 2026.
TME Financial sold 556 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $13.2K.
Invesco California AMT-Free Municipal Bond ETF made up 0.16% of TME Financial's portfolio in Q3 2026, its #63 holding.
TME Financial first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
TME Financial's Invesco California AMT-Free Municipal Bond ETF position peaked at $499K in Q4 2024.
89 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on TME Financial's 13F filing for Q3 2026, filed 14 Oct 2026.