Invesco California AMT-Free Municipal Bond ETFPWZ

ETFInvesco
Type
ETF
Peer group
Municipal bond
Net assets
$1.1B
Expense ratio
0.28%
1-year return
+6.5%
3 years, a year
+2.8%
5 years, a year
-0.3%
12-month yield
4.04%
Holdings
1,088

What it aims to do.

The Invesco California AMT-Free Municipal Bond ETF (the Fund) seeks to track the investment results (before fees and expenses) of the ICE BofA California Long-Term Core Plus Municipal Securities Index (the Underlying Index).

Top 10 holdings.

Holding% of fund
California (State of) Health Facilities Financing Authority (Kaiser Permanente)0.78%
California (State of) Health Facilities Financing Authority (Cedars-Sinai Medical Center)0.69%
Regents of the University of California Medical Center0.65%
California (State of) Educational Facilities Authority0.61%
California (State of) Educational Facilities Authority (Stanford University)0.57%
Regents of the University of California Medical Center0.53%
Los Angeles Unified School District0.51%
California (State of) Public Works Board (May Lee State Office Complex)0.47%
San Diego Community College District0.45%
California (State of) Educational Facilities Authority (Stanford University)0.44%

More on PWZ.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.