AAS
PWZ icon

Ameritas Advisory Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Ameritas Advisory Services’s Portfolio PWZ Stock Details PWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$257K Buy
+10,754
New +$261K 0.01% 826
2025
Q4 		– Sell
-7,270
Closed -$174K – 1817
2025
Q3 		$174K Buy
+7,270
New +$169K 0.01% 655
2025
Q2 		– Sell
-17,404
Closed -$421K – 2852
2025
Q1 		$421K Hold
17,404
– – 0.02% 610
2024
Q4 		$430K Buy
17,404
+9,190
+112% +$229K 0.01% 630
2024
Q3 		$206K Buy
+8,214
New +$205K 0.01% 804
2023
Q2 		– Sell
-7,270
Closed -$180K – 2058
2023
Q1 		$180K Buy
+7,270
New +$179K 0.01% 798

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