Cetera Investment Advisers’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 | $480K | Buy |
20,568
+1,035
| +5% | +$24.2K | ﹤0.01% | 3004 |
|
|
2025
Q1 | $466K | Buy |
+19,533
| New | +$466K | ﹤0.01% | 2905 |
|
|
2024
Q3 | – | Sell |
-23,036
| Closed | -$568K | – | 3833 |
|
|
2024
Q2 | $568K | Sell |
23,036
-6,779
| -23% | -$167K | ﹤0.01% | 2491 |
|
|
2024
Q1 | $742K | Buy |
+29,815
| New | +$742K | ﹤0.01% | 2310 |
|
|
2023
Q2 | – | Sell |
-13,503
| Closed | -$334K | – | 2260 |
|
|
2023
Q1 | $334K | Buy |
13,503
+3,902
| +41% | +$96.7K | ﹤0.01% | 1644 |
|
|
2022
Q4 | $232K | Buy |
+9,601
| New | +$232K | ﹤0.01% | 1817 |
|