Williams & Novak’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Williams & Novak’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 Q3	–	Sell	-29,900	Closed	-$733K	–	158
2026 Q2	$733K	Hold	29,900	–	–	0.48%	56
2026 Q1	$717K	Sell	29,900 -5,400	-15%	-$131K	0.54%	50
2025 Q4	$853K	Buy	35,300 +1,000	+3%	+$24.2K	0.64%	40
2025 Q3	$820K	Sell	34,300 -5,500	-14%	-$128K	0.63%	39
2025 Q2	$929K	Buy	39,800 +2,100	+6%	+$49K	0.79%	39
2025 Q1	$906K	Sell	37,700 -16,000	-30%	-$391K	0.89%	32
2024 Q4	$1.33M	Sell	53,700 -8,300	-13%	-$207K	1.28%	22
2024 Q3	$1.55M	Sell	62,000 -4,200	-6%	-$105K	1.45%	19
2024 Q2	$1.63M	Buy	66,200 +18,400	+38%	+$453K	1.52%	19
2024 Q1	$1.19M	Hold	47,800	–	–	1.36%	25
2023 Q4	$1.19M	Buy	+47,800	New	+$1.14M	1.36%	25

Other funds holding PWZ

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Williams & Novak's PWZ Position: Q3 2026 in Review

Williams & Novak sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2026, closing a stake of 29,900 shares — an estimated $733K sold.

Williams & Novak first reported a position in PWZ in Q4 2023 and held it in 11 quarters. The position peaked at $1.63M in Q2 2024. 26 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

Williams & Novak reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
Williams & Novak sold 29,900 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $733K.
Williams & Novak first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and held it in 11 quarters.
Williams & Novak's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.63M in Q2 2024.
26 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.