Avantax Planning Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$609K	Buy	25,503 +10,699	+72%	+$259K	0.02%	250
2025 Q4	$358K	Sell	14,804 -435	-3%	-$10.5K	0.01%	325
2025 Q3	$365K	Sell	15,239 -57	-0.4%	-$1.33K	0.01%	319
2025 Q2	$357K	Sell	15,296 -9,852	-39%	-$230K	0.01%	320
2025 Q1	$600K	Sell	25,148 -158	-0.6%	-$3.86K	0.02%	229
2024 Q4	$625K	Sell	25,306 -84	-0.3%	-$2.09K	0.02%	226
2024 Q3	$637K	Hold	25,390	–	–	0.02%	223
2024 Q2	$626K	Hold	25,390	–	–	0.02%	257
2024 Q1	$631K	Sell	25,390 -1,356	-5%	-$33.9K	0.02%	261
2023 Q4	$668K	Buy	26,746 +14,456	+118%	+$344K	0.03%	208
2023 Q3	$288K	Hold	12,290	–	–	0.01%	290
2023 Q2	$303K	Hold	12,290	–	–	0.01%	295
2023 Q1	$304K	Sell	12,290 -203	-2%	-$4.99K	0.01%	290
2022 Q4	$302K	Buy	+12,493	New	+$296K	0.01%	298