TWM
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TriaGen Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

TriaGen Wealth Management’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
2022
Q2 		– Sell
-17,773
Closed -$459K – 187
2022
Q1 		$459K Buy
+17,773
New +$478K 0.24% 109

Other funds holding PWZ

CSIA
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TriaGen Wealth Management's PWZ Position: Q2 2022 in Review

TriaGen Wealth Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2022, closing a stake of 17,773 shares — an estimated $459K sold.

TriaGen Wealth Management first reported a position in PWZ in Q1 2022 and held it in 1 quarter. The position peaked at $459K in Q1 2022. 74 funds tracked by Wall St. Rank hold PWZ as of Q2 2022.

  • TriaGen Wealth Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 17,773 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2022, an estimated $459K.
  • TriaGen Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2022 and held it in 1 quarter.
  • TriaGen Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $459K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2022.

Based on TriaGen Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.