Clifford Swan Investment Counsel’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
$240K Hold
10,300
0.01% 291
2025
Q1
$246K Buy
+10,300
New +$246K 0.01% 291