Tower Research Capital (TRC)’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Tower Research Capital (TRC)’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	$1.51M	Buy	+61,770	New	+$1.5M	0.04%	450
2026 Q1	–	Sell	-6,734	Closed	-$163K	–	5472
2025 Q4	$163K	Buy	+6,734	New	+$163K	﹤0.01%	1598
2025 Q1	–	Sell	-301	Closed	-$7.43K	–	5665
2024 Q4	$7.43K	Hold	301	–	–	﹤0.01%	4072
2024 Q3	$7.55K	Hold	301	–	–	﹤0.01%	4039
2024 Q2	$7.43K	Hold	301	–	–	﹤0.01%	4467
2024 Q1	$7.49K	Hold	301	–	–	﹤0.01%	4192
2023 Q4	$7.52K	Hold	301	–	–	﹤0.01%	4609
2023 Q3	$7.06K	Hold	301	–	–	﹤0.01%	4512
2023 Q2	$7.42K	Hold	301	–	–	﹤0.01%	4577
2023 Q1	$7K	Hold	301	–	–	﹤0.01%	4761
2022 Q4	$7K	Hold	301	–	–	﹤0.01%	4605
2022 Q3	$7K	Hold	301	–	–	﹤0.01%	4917
2022 Q2	$7K	Hold	301	–	–	﹤0.01%	4819
2022 Q1	$8K	Hold	301	–	–	﹤0.01%	4610
2021 Q4	$8K	Hold	301	–	–	﹤0.01%	4820
2021 Q3	$8K	Hold	301	–	–	﹤0.01%	4555
2021 Q2	$8K	Hold	301	–	–	﹤0.01%	4500
2021 Q1	$8K	Hold	301	–	–	﹤0.01%	4478
2020 Q4	$8K	Hold	301	–	–	﹤0.01%	4436
2020 Q3	$8K	Hold	301	–	–	﹤0.01%	4188
2020 Q2	$8K	Hold	301	–	–	﹤0.01%	4115
2020 Q1	$8K	Hold	301	–	–	﹤0.01%	2123
2019 Q4	$8K	Hold	301	–	–	﹤0.01%	2454
2019 Q3	$8K	Hold	301	–	–	﹤0.01%	3087
2019 Q2	$8K	Hold	301	–	–	﹤0.01%	2703
2019 Q1	$8K	Hold	301	–	–	﹤0.01%	2820
2018 Q4	$8K	Buy	+301	New	+$7.64K	﹤0.01%	2630
2018 Q3	–	Sell	-1	Closed	–	–	4157
2018 Q2	$0	Buy	+1	New	+$26	﹤0.01%	3973
2016 Q1	–	Sell	-52	Closed	-$1K	–	4767
2015 Q4	$1K	Buy	+52	New	+$1.33K	﹤0.01%	4141

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tower Research Capital (TRC)'s PWZ Position: Q2 2026 in Review

Tower Research Capital (TRC) opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026: 61,770 shares worth $1.51M. The stake represents 0.04% of the portfolio and ranks #450 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in PWZ as recently as Q4 2025.

Tower Research Capital (TRC) first reported a position in PWZ in Q4 2015 and has held it in 29 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Tower Research Capital (TRC) held 61,770 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.51M as of Q2 2026.
Invesco California AMT-Free Municipal Bond ETF was a new Tower Research Capital (TRC) position in Q2 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.04% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #450 holding.
Tower Research Capital (TRC) first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2015 and has held it in 29 quarters since.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.