Back to MG MERCER GLOBAL ADVISORS INC /ADV

PWZPWZ
Showing 7 of 17 quarters

Position history for MGMERCER GLOBAL ADVISORS INC /ADV's holdings in INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF

MERCER GLOBAL ADVISORS INC /ADV holds 3.5M shares of PWZ (INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF), worth $85.3M as of 2026-Q2. The position was increased (+18.3% shares). PWZ represents 0.1% of MERCER GLOBAL ADVISORS INC /ADV's portfolio.

Current Value

$85.3M

Current Shares

3.5M

Total Value Change

+$54.4M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.5M
+18.3%
$85.3M0.1%$24.43
42
2026-Q1
Increased
2.9M
+5.2%
$70.2M0.1%$23.57
37
2025-Q4
Increased
2.8M
+24.9%
$67.5M0.1%$23.63
43
2025-Q3
Increased
2.2M
+34.3%
$53.6M0.1%$23.18
38
2025-Q2
Increased
1.7M
+15.8%
$38.9M0.1%$22.43
34
2025-Q1
Increased
1.4M
+15.2%
$34.3M0.1%$22.72
33
2024-Q4
New
1.2M
-
$30.9M0.1%$23.33
40

Other major holders of PWZ: Wealthfront Advisers LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used