ALA
PWZ icon

Atlas Legacy Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Atlas Legacy Advisors’s Portfolio PWZ Stock Details PWZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$412K Sell
17,663
-427,325
-96% -$9.97M 0.09% 131
2025
Q1 		$10.7M Sell
444,988
-4,302
-1% -$103K 2.71% 7
2024
Q4 		$11.1M Buy
+449,290
New +$11.1M 2.69% 8