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 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

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

Williams & Novak's PWZ Position: Q2 2026 in Review

Williams & Novak held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q2 2026 at 29,900 shares worth $733K. The position accounts for 0.48% of the portfolio, ranked #56.

Williams & Novak first reported a position in PWZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q2 2024. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Williams & Novak held 29,900 shares of Invesco California AMT-Free Municipal Bond ETF worth $733K as of Q2 2026.
Williams & Novak left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.48% of Williams & Novak's portfolio in Q2 2026, its #56 holding.
Williams & Novak first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Williams & Novak's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.63M in Q2 2024.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.