WSWA
PWZ icon

Warren Street Wealth Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Warren Street Wealth Advisors’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
Q1 		$467K Sell
19,551
-238
-1% -$5.77K 0.12% 66
2025
Q4 		$478K Hold
19,789
– – 0.14% 58
2025
Q3 		$473K Sell
19,789
-118
-0.6% -$2.75K 0.14% 69
2025
Q2 		$465K Sell
19,907
-665
-3% -$15.5K 0.15% 66
2025
Q1 		$491K Sell
20,572
-563
-3% -$13.8K 0.19% 58
2024
Q4 		$522K Sell
21,135
-474
-2% -$11.8K 0.21% 55
2024
Q3 		$542K Buy
+21,609
New +$539K 0.22% 53
2024
Q2 		– Sell
-22,020
Closed -$548K – 102
2024
Q1 		$548K Sell
22,020
-1,851
-8% -$46.3K 0.27% 49
2023
Q4 		$596K Sell
23,871
-2,578
-10% -$61.4K 0.34% 39
2023
Q3 		$621K Buy
+26,449
New +$643K 0.41% 31
2023
Q2 		– Sell
-28,537
Closed -$707K – 77
2023
Q1 		$707K Sell
28,537
-1,289
-4% -$31.7K 0.5% 27
2022
Q4 		$720K Buy
29,826
+18,025
+153% +$427K 0.58% 21
2022
Q3 		$273K Sell
11,801
-802
-6% -$19.6K 0.27% 43
2022
Q2 		$307K Buy
+12,603
New +$310K 0.3% 42

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Warren Street Wealth Advisors's PWZ Position: Q1 2026 in Review

Warren Street Wealth Advisors reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 1.2% in Q1 2026, selling an estimated $5.77K and leaving 19,551 shares worth $467K. The position accounts for 0.12% of the portfolio, ranked #66.

Warren Street Wealth Advisors first reported a position in PWZ in Q2 2022 and has held it in 14 quarters since. The position peaked at $720K in Q4 2022. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Warren Street Wealth Advisors held 19,551 shares of Invesco California AMT-Free Municipal Bond ETF worth $467K as of Q1 2026.
  • Warren Street Wealth Advisors sold 238 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $5.77K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.12% of Warren Street Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • Warren Street Wealth Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • Warren Street Wealth Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $720K in Q4 2022.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.