PWZ — Invesco California AMT-Free Municipal Bond Portfolio
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Largest institutional holders
| manager | value | shares |
|---|---|---|
| Wealthfront Advisers LLC | 415.6M | 17.4M |
| MERCER GLOBAL ADVISORS INC /ADV | 70.2M | 2.9M |
| Gerber Kawasaki Wealth & Investment Management | 45.7M | 1.9M |
| Composition Wealth, LLC | 29.6M | 1.2M |
| SYON CAPITAL LLC | 28.8M | 1.2M |
| BANK OF AMERICA CORP /DE/ | 25.1M | 1.1M |
| GUGGENHEIM CAPITAL LLC | 20.5M | 857.0K |
| EP Wealth Advisors, LLC | 17.9M | 751.6K |
| LPL Financial LLC | 15.1M | 633.9K |
| MORGAN STANLEY | 14.0M | 588.3K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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