— Know what they know.
Not Investment Advice

PWZ

Invesco California AMT-Free Municipal Bond ETF
1W: -0.6% 1M: -2.0% 3M: -1.2% YTD: -0.2% 1Y: +6.3% 3Y: +4.4% 5Y: -3.7%
$24.00
+0.06 (+0.23%)
 
Weekly Expected Move ±0.6%
$24 $24 $24 $24 $24
ETF AMEX · AUM $1.2B
Key Statistics
AUM$1.2B
Holdings1191
Top 10 Wt5.4%
Volume177,299
Avg Volume215,781
Beta1.26
Portfolio Fundamentals
P/E
P/B
Div Yield—%
ROE—%
% Profitable—%
Inception2007-10-18
Sector Allocation
Other 100.0%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 California Health Facilities Financing Authority 4.00% 11/01/2044 0.73% $8.3M 8,930,000
2 California Health Facilities Financing Authority 4.00% 08/15/2048 0.64% $7.2M 7,920,000
3 Regents of the University of California Medical Center Pooled Revenue 5.00% 05/15/2047 0.62% $7.0M 6,740,000
4 California Educational Facilities Authority 5.00% 10/01/2055 0.58% $6.5M 6,250,000
5 California Educational Facilities Authority 5.00% 05/01/2049 0.53% $6.1M 5,420,000
6 Regents of the University of California Medical Center Pooled Revenue 4.00% 05/15/2053 0.53% $6.0M 6,620,000
7 Los Angeles Unified School District/CA 4.00% 07/01/2044 0.47% $5.4M 5,575,000
8 CASH & EQUIVALENTS 0.47% $5.4M 5,400,030
9 San Diego Community College District 5.00% 08/01/2055 0.43% $4.8M 4,615,000
10 Foothill-Eastern Transportation Corridor Agency 4.00% 01/15/2046 0.42% $4.8M 5,210,000

Recent Holding Changes

Date Holding Change Details
2026-06-24 CALB Removed
2026-06-24 NRLB Removed
2026-06-24 BCAL Removed
2026-06-22 CALB Changed 60240000 → 60255000
2026-06-15 CALB Changed 59955000 → 60240000

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms