Corient Private Wealth
PWZ icon

Corient Private Wealth’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Corient Private Wealth’s Portfolio PWZ Stock Details PWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,729
Closed -$233K – 2813
2025
Q3 		$233K Hold
9,729
– – ﹤0.01% 2281
2025
Q2 		$227K Buy
+9,729
New +$227K ﹤0.01% 2155
2025
Q1 		– Sell
-9,729
Closed -$240K – 2418
2024
Q4 		$240K Hold
9,729
– – ﹤0.01% 2014
2024
Q3 		$244K Hold
9,729
– – ﹤0.01% 2121
2024
Q2 		$240K Hold
9,729
– – ﹤0.01% 2026
2024
Q1 		$242K Hold
9,729
– – ﹤0.01% 2008
2023
Q4 		$243K Buy
+9,729
New +$232K ﹤0.01% 1974

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