Wealthfront Advisers’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Wealthfront Advisers’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	$429M	Buy	17,483,077 +72,318	+0.4%	+$1.75M	0.82%	22
2026 Q1	$416M	Sell	17,410,759 -1,024,382	-6%	-$24.8M	0.91%	20
2025 Q4	$445M	Sell	18,435,141 -470,677	-2%	-$11.4M	1%	19
2025 Q3	$452M	Buy	18,905,818 +13,733,922	+266%	+$320M	1.06%	18
2025 Q2	$121M	Buy	5,171,896 +5,024,737	+3,414%	+$117M	0.31%	35
2025 Q1	$3.51M	Buy	147,159 +73,457	+100%	+$1.79M	0.01%	419
2024 Q4	$1.82M	Buy	73,702 +39,164	+113%	+$975K	0.01%	543
2024 Q3	$866K	Buy	34,538 +536	+2%	+$13.4K	﹤0.01%	671
2024 Q2	$839K	Sell	34,002 -629	-2%	-$15.5K	﹤0.01%	658
2024 Q1	$861K	Sell	34,631 -368	-1%	-$9.2K	﹤0.01%	644
2023 Q4	$874K	Buy	+34,999	New	+$834K	﹤0.01%	615
2023 Q2	–	Sell	-9,769	Closed	-$242K	–	837
2023 Q1	$242K	Buy	+9,769	New	+$240K	﹤0.01%	776

Other funds holding PWZ

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

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Wealthfront Advisers's PWZ Position: Q2 2026 in Review

Wealthfront Advisers increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.42% in Q2 2026, buying an estimated $1.75M and bringing the position to 17,483,077 shares worth $429M. The position accounts for 0.82% of the portfolio, ranked #22.

Wealthfront Advisers first reported a position in PWZ in Q1 2023 and has held it in 12 quarters since. The position peaked at $452M in Q3 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Wealthfront Advisers held 17,483,077 shares of Invesco California AMT-Free Municipal Bond ETF worth $429M as of Q2 2026.
Wealthfront Advisers bought 72,318 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.75M.
Invesco California AMT-Free Municipal Bond ETF made up 0.82% of Wealthfront Advisers's portfolio in Q2 2026, its #22 holding.
Wealthfront Advisers first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2023 and has held it in 12 quarters since.
Wealthfront Advisers's Invesco California AMT-Free Municipal Bond ETF position peaked at $452M in Q3 2025.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.