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Wealthspire Advisors (New York)’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-393
Closed -$9.4K – 2423
2025
Q3 		$9.4K Buy
+393
New +$9.15K ﹤0.01% 2050
2019
Q1 		– Sell
-430
Closed -$11K – 619
2018
Q4 		$11K Buy
+430
New +$10.9K ﹤0.01% 482

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MMA
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EWA
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Wealthspire Advisors (New York)'s PWZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2025, closing a stake of 393 shares — an estimated $9.4K sold.

Wealthspire Advisors (New York) first reported a position in PWZ in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q4 2018. 128 funds tracked by Wall St. Rank hold PWZ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 393 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $9.4K.
  • Wealthspire Advisors (New York) first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Invesco California AMT-Free Municipal Bond ETF position peaked at $11K in Q4 2018.
  • 128 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.