Wealthcare Advisory Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Wealthcare Advisory Partners’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	-17,217	Closed	-$411K	–	997
2025 Q1	$411K	Sell	17,217 -288	-2%	-$7.04K	0.01%	637
2024 Q4	$432K	Buy	17,505 +99	+0.6%	+$2.46K	0.01%	606
2024 Q3	$437K	Sell	17,406 -262	-1%	-$6.54K	0.01%	598
2024 Q2	$436K	Hold	17,668	–	–	0.01%	567
2024 Q1	$439K	Buy	17,668 +2,443	+16%	+$61.1K	0.01%	564
2023 Q4	$380K	Buy	15,225 +799	+6%	+$19K	0.02%	543
2023 Q3	$339K	Buy	14,426 +5,553	+63%	+$135K	0.02%	522
2023 Q2	$219K	Buy	+8,873	New	+$219K	0.01%	650
2022 Q4	–	Sell	-18,808	Closed	-$436K	–	703
2022 Q3	$436K	Buy	18,808 +4,410	+31%	+$108K	0.02%	395
2022 Q2	$350K	Sell	14,398 -17,451	-55%	-$430K	0.02%	393
2022 Q1	$822K	Buy	+31,849	New	+$856K	0.05%	221

Other funds holding PWZ

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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthcare Advisory Partners's PWZ Position: Q2 2025 in Review

Wealthcare Advisory Partners sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2025, closing a stake of 17,217 shares — an estimated $411K sold.

Wealthcare Advisory Partners first reported a position in PWZ in Q1 2022 and held it in 11 quarters. The position peaked at $822K in Q1 2022. 112 funds tracked by Wall St. Rank hold PWZ as of Q2 2025.

Wealthcare Advisory Partners reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 17,217 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $411K.
Wealthcare Advisory Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2022 and held it in 11 quarters.
Wealthcare Advisory Partners's Invesco California AMT-Free Municipal Bond ETF position peaked at $822K in Q1 2022.
112 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.