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WFA of San Diego’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

WFA of San Diego’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
-514
Closed -$12.3K – 417
2025
Q3 		$12.3K Buy
+514
New +$12K 0.01% 311

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WFA of San Diego's PWZ Position: Q4 2025 in Review

WFA of San Diego sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2025, closing a stake of 514 shares — an estimated $12.3K sold.

WFA of San Diego first reported a position in PWZ in Q3 2025 and held it in 1 quarter. The position peaked at $12.3K in Q3 2025. 128 funds tracked by Wall St. Rank hold PWZ as of Q4 2025.

  • WFA of San Diego reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • WFA of San Diego sold 514 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $12.3K.
  • WFA of San Diego first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • WFA of San Diego's Invesco California AMT-Free Municipal Bond ETF position peaked at $12.3K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2025.

Based on WFA of San Diego's 13F filing for Q4 2025, filed 17 Feb 2026.