WIM
PWZ icon

WealthPlan Investment Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

WealthPlan Investment Management’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 		$323K Sell
13,187
-17
-0.1% -$412 0.02% 386
2026
Q1 		$315K Sell
13,204
-4,451
-25% -$108K 0.02% 380
2025
Q4 		$427K Sell
17,655
-1,283
-7% -$31.1K 0.03% 276
2025
Q3 		$453K Sell
18,938
-5,058
-21% -$118K 0.03% 236
2025
Q2 		$560K Buy
+23,996
New +$560K 0.04% 223

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPlan Investment Management's PWZ Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.13% in Q2 2026, selling an estimated $412 and leaving 13,187 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #386.

WealthPlan Investment Management first reported a position in PWZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $560K in Q2 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • WealthPlan Investment Management held 13,187 shares of Invesco California AMT-Free Municipal Bond ETF worth $323K as of Q2 2026.
  • WealthPlan Investment Management sold 17 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $412.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #386 holding.
  • WealthPlan Investment Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $560K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.