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
2026 Q2	$280K	Buy	+11,440	New	+$277K	0.03%	233
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 $52B AUM 24.53% 1-Year Est. Return

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

Werba Rubin Papier Wealth Management's PWZ Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026: 11,440 shares worth $280K. The stake represents 0.03% of the portfolio and ranks #233 among its holdings. This is a return to the name: Werba Rubin Papier Wealth Management previously reported a position in PWZ as recently as Q1 2025.

Werba Rubin Papier Wealth Management first reported a position in PWZ in Q2 2024 and has held it in 4 quarters since. The position peaked at $534K in Q2 2024. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Werba Rubin Papier Wealth Management held 11,440 shares of Invesco California AMT-Free Municipal Bond ETF worth $280K as of Q2 2026.
Invesco California AMT-Free Municipal Bond ETF was a new Werba Rubin Papier Wealth Management position in Q2 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #233 holding.
Werba Rubin Papier Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 4 quarters since.
Werba Rubin Papier Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $534K in Q2 2024.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.