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

WCG 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
2025
Q3 		– Sell
-11,204
Closed -$262K – 358
2025
Q2 		$262K Buy
+11,204
New +$261K 0.02% 321
2022
Q3 		– Sell
-14,928
Closed -$363K – 301
2022
Q2 		$363K Buy
+14,928
New +$368K 0.05% 192

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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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
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
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

WCG Wealth Advisors's PWZ Position: Q3 2025 in Review

WCG Wealth Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2025, closing a stake of 11,204 shares — an estimated $262K sold.

WCG Wealth Advisors first reported a position in PWZ in Q2 2022 and held it in 2 quarters. The position peaked at $363K in Q2 2022. 119 funds tracked by Wall St. Rank hold PWZ as of Q3 2025.

  • WCG Wealth Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,204 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $262K.
  • WCG Wealth Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $363K in Q2 2022.
  • 119 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2025.

Based on WCG Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.