TAM
PWZ icon

Tucker Asset Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Tucker Asset 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
2025
Q1 		– Sell
-16
Closed -$395 – 773
2024
Q4 		$395 Buy
+16
New +$398 ﹤0.01% 1423

Other funds holding PWZ

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tucker Asset Management's PWZ Position: Q1 2025 in Review

Tucker Asset Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2025, closing a stake of 16 shares — an estimated $395 sold.

Tucker Asset Management first reported a position in PWZ in Q4 2024 and held it in 1 quarter. The position peaked at $395 in Q4 2024. 120 funds tracked by Wall St. Rank hold PWZ as of Q1 2025.

  • Tucker Asset Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Tucker Asset Management sold 16 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $395.
  • Tucker Asset Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Tucker Asset Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $395 in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.