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 Q2	$475K	Sell	19,369 -182	-0.9%	-$4.41K	0.11%	78
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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Warren Street Wealth Advisors's PWZ Position: Q2 2026 in Review

Warren Street Wealth Advisors reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.93% in Q2 2026, selling an estimated $4.41K and leaving 19,369 shares worth $475K. The position accounts for 0.11% of the portfolio, ranked #78.

Warren Street Wealth Advisors first reported a position in PWZ in Q2 2022 and has held it in 15 quarters since. The position peaked at $720K in Q4 2022. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Warren Street Wealth Advisors held 19,369 shares of Invesco California AMT-Free Municipal Bond ETF worth $475K as of Q2 2026.
Warren Street Wealth Advisors sold 182 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $4.41K.
Invesco California AMT-Free Municipal Bond ETF made up 0.11% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #78 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 15 quarters since.
Warren Street Wealth Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $720K in Q4 2022.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.