Ameritas Advisory Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$227K | 0.01% | 630 |
|
|
2024
Q3 | $206K | Buy |
+8,214
| New | +$206K | 0.01% | 804 |
|
|
2023
Q2 | – | Sell |
-7,270
| Closed | -$180K | – | 2058 |
|
|
2023
Q1 | $180K | Buy |
+7,270
| New | +$180K | 0.01% | 798 |
|