ZIM
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Zacks Investment Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Zacks Investment 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
2024
Q2 		– Sell
-8,432
Closed -$210K – 703
2024
Q1 		$210K Buy
+8,432
New +$211K ﹤0.01% 597

Other funds holding PWZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zacks Investment Management's PWZ Position: Q2 2024 in Review

Zacks Investment Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2024, closing a stake of 8,432 shares — an estimated $210K sold.

Zacks Investment Management first reported a position in PWZ in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 95 funds tracked by Wall St. Rank hold PWZ as of Q2 2024.

  • Zacks Investment Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Zacks Investment Management sold 8,432 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2024, an estimated $210K.
  • Zacks Investment Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2024 and held it in 1 quarter.
  • Zacks Investment Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $210K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2024.

Based on Zacks Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.