WCWM
PWZ icon

Wooster Corthell Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Wooster Corthell 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
2021
Q4 		– Sell
-8,541
Closed -$237K – 45
2021
Q3 		$237K Buy
+8,541
New +$240K 0.06% 41

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wooster Corthell Wealth Management's PWZ Position: Q4 2021 in Review

Wooster Corthell Wealth Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2021, closing a stake of 8,541 shares — an estimated $237K sold.

Wooster Corthell Wealth Management first reported a position in PWZ in Q3 2021 and held it in 1 quarter. The position peaked at $237K in Q3 2021. 73 funds tracked by Wall St. Rank hold PWZ as of Q4 2021.

  • Wooster Corthell Wealth Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Wooster Corthell Wealth Management sold 8,541 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2021, an estimated $237K.
  • Wooster Corthell Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2021 and held it in 1 quarter.
  • Wooster Corthell Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $237K in Q3 2021.
  • 73 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2021.

Based on Wooster Corthell Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.