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

Verus 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
2025
Q2 		– Sell
-27,838
Closed -$664K – 57
2025
Q1 		$664K Sell
27,838
-28,684
-51% -$701K 0.73% 29
2024
Q4 		$1.4M Buy
+56,522
New +$1.41M 1.57% 16

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 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
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

Verus Wealth Management's PWZ Position: Q2 2025 in Review

Verus Wealth Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2025, closing a stake of 27,838 shares — an estimated $664K sold.

Verus Wealth Management first reported a position in PWZ in Q4 2024 and held it in 2 quarters. The position peaked at $1.4M in Q4 2024. 112 funds tracked by Wall St. Rank hold PWZ as of Q2 2025.

  • Verus Wealth Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Verus Wealth Management sold 27,838 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $664K.
  • Verus Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Verus Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.4M in Q4 2024.
  • 112 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Verus Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.