TF
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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
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

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SVWG
Shared Vision Wealth Group Carlsbad, United States $291M AUM 22.01% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

TME Financial's PWZ Position: Q2 2026 in Review

TME Financial increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.28% in Q2 2026, buying an estimated $824 and bringing the position to 12,308 shares worth $302K. The position accounts for 0.19% of the portfolio, ranked #55.

TME Financial first reported a position in PWZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $499K in Q4 2024. 52 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • TME Financial held 12,308 shares of Invesco California AMT-Free Municipal Bond ETF worth $302K as of Q2 2026.
  • TME Financial bought 34 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $824.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.19% of TME Financial's portfolio in Q2 2026, its #55 holding.
  • TME Financial first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • TME Financial's Invesco California AMT-Free Municipal Bond ETF position peaked at $499K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.