US Bancorp
PWZ icon

US Bancorp’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

US Bancorp’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
Q4 		– Sell
-2,055
Closed -$49.2K – 4178
2025
Q3 		$49.2K Hold
2,055
– – ﹤0.01% 2682
2025
Q2 		$48K Hold
2,055
– – ﹤0.01% 2809
2025
Q1 		$49K Hold
2,055
– – ﹤0.01% 2761
2024
Q4 		$50.8K Hold
2,055
– – ﹤0.01% 2734
2024
Q3 		$51.5K Hold
2,055
– – ﹤0.01% 2726
2024
Q2 		$50.7K Hold
2,055
– – ﹤0.01% 2668
2024
Q1 		$51.1K Sell
2,055
-3,750
-65% -$93.8K ﹤0.01% 2677
2023
Q4 		$145K Sell
5,805
-1,500
-21% -$35.7K ﹤0.01% 2175
2023
Q3 		$171K Hold
7,305
– – ﹤0.01% 1898
2023
Q2 		$180K Hold
7,305
– – ﹤0.01% 1919
2023
Q1 		$181K Hold
7,305
– – ﹤0.01% 1905
2022
Q4 		$176K Buy
+7,305
New +$173K ﹤0.01% 1931
2021
Q3 		– Sell
-2,944
Closed -$83K – 4163
2021
Q2 		$83K Sell
2,944
-1,000
-25% -$28K ﹤0.01% 2422
2021
Q1 		$109K Hold
3,944
– – ﹤0.01% 2227
2020
Q4 		$110K Buy
3,944
+2,425
+160% +$67.2K ﹤0.01% 2163
2020
Q3 		$42K Sell
1,519
-459
-23% -$12.7K ﹤0.01% 2489
2020
Q2 		$54K Hold
1,978
– – ﹤0.01% 2397
2020
Q1 		$53K Buy
+1,978
New +$54.3K ﹤0.01% 2338

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp's PWZ Position: Q4 2025 in Review

US Bancorp sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2025, closing a stake of 2,055 shares — an estimated $49.2K sold.

US Bancorp first reported a position in PWZ in Q1 2020 and held it in 18 quarters. The position peaked at $181K in Q1 2023. 128 funds tracked by Wall St. Rank hold PWZ as of Q4 2025.

  • US Bancorp reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • US Bancorp sold 2,055 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $49.2K.
  • US Bancorp first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2020 and held it in 18 quarters.
  • US Bancorp's Invesco California AMT-Free Municipal Bond ETF position peaked at $181K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2025.

Based on US Bancorp's 13F filing for Q4 2025, filed 30 Jan 2026.