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PWZPWZ
Showing 8 of 13 quarters

Position history for Wealthfront Advisers LLCWealthfront Advisers LLC's holdings in INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF

Wealthfront Advisers LLC holds 17.5M shares of PWZ (INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF), worth $428.5M as of 2026-Q2. The position was increased (+0.4% shares). PWZ represents 0.8% of Wealthfront Advisers LLC's portfolio.

Current Value

$428.5M

Current Shares

17.5M

Total Value Change

+$427.6M

Total Shares Change

+17.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17.5M
+0.4%
$428.5M0.8%$24.43
44
2026-Q1
Decreased
17.4M
-5.6%
$415.6M0.9%$23.57
0
2025-Q4
Decreased
18.4M
-2.5%
$445.4M1.0%$23.63
0
2025-Q3
Increased
18.9M
+265.6%
$452.2M1.1%$23.18
79
2025-Q2
Increased
5.2M
+3414.5%
$120.7M0.3%$22.43
58
2025-Q1
Increased
147,159
+99.7%
$3.5M0.0%$22.72
43
2024-Q4
Increased
73,702
+113.4%
$1.8M0.0%$23.33
42
2024-Q3
Increased
34,538
+1.6%
$866,2130.0%$23.51
25

Other major holders of PWZ: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, JANE STREET GROUP, LLC

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