Werba Rubin Papier Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Werba Rubin Papier Wealth 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
2025 Q2	–	Sell	-8,566	Closed	-$204K	–	233
2025 Q1	$204K	Buy	+8,566	New	+$209K	0.04%	180
2024 Q4	–	Sell	-9,793	Closed	-$246K	–	208
2024 Q3	$246K	Sell	9,793 -11,844	-55%	-$296K	0.06%	150
2024 Q2	$534K	Buy	+21,637	New	+$533K	0.15%	81

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

Werba Rubin Papier Wealth Management's PWZ Position: Q2 2025 in Review

Werba Rubin Papier Wealth Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2025, closing a stake of 8,566 shares — an estimated $204K sold.

Werba Rubin Papier Wealth Management first reported a position in PWZ in Q2 2024 and held it in 3 quarters. The position peaked at $534K in Q2 2024. 112 funds tracked by Wall St. Rank hold PWZ as of Q2 2025.

Werba Rubin Papier Wealth Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 8,566 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $204K.
Werba Rubin Papier Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2024 and held it in 3 quarters.
Werba Rubin Papier Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $534K in Q2 2024.
112 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.