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Waverly Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Waverly 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
2025
Q2 		– Sell
-11,777
Closed -$727K – 1212
2025
Q1 		$727K Buy
+11,777
New +$288K 0.01% 678

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 $8.53B AUM 21.43% 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

Waverly Advisors's PWZ Position: Q2 2025 in Review

Waverly Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2025, closing a stake of 11,777 shares — an estimated $727K sold.

Waverly Advisors first reported a position in PWZ in Q1 2025 and held it in 1 quarter. The position peaked at $727K in Q1 2025. 112 funds tracked by Wall St. Rank hold PWZ as of Q2 2025.

  • Waverly Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Waverly Advisors sold 11,777 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $727K.
  • Waverly Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Waverly Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $727K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Waverly Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.