Creative Planning’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 | $607K | Buy |
25,442
+50
| +0.2% | +$1.21K | ﹤0.01% | 2877 |
|
|
2025
Q4 | $613K | Buy |
25,392
+6,402
| +34% | +$155K | ﹤0.01% | 2657 |
|
|
2025
Q3 | $454K | Buy |
18,990
+631
| +3% | +$14.7K | ﹤0.01% | 2807 |
|
|
2025
Q2 | $428K | Sell |
18,359
-4,684
| -20% | -$109K | ﹤0.01% | 2608 |
|
|
2025
Q1 | $550K | Buy |
23,043
+1,843
| +9% | +$45K | ﹤0.01% | 2199 |
|
|
2024
Q4 | $524K | Buy |
21,200
+1,488
| +8% | +$37.1K | ﹤0.01% | 2178 |
|
|
2024
Q3 | $494K | Hold |
19,712
| – | – | ﹤0.01% | 2120 |
|
|
2024
Q2 | $486K | Hold |
19,712
| – | – | ﹤0.01% | 1968 |
|
|
2024
Q1 | $490K | Buy |
19,712
+223
| +1% | +$5.58K | ﹤0.01% | 1866 |
|
|
2023
Q4 | $487K | Sell |
19,489
-14,740
| -43% | -$351K | ﹤0.01% | 1732 |
|
|
2023
Q3 | $803K | Buy |
34,229
+23,716
| +226% | +$576K | ﹤0.01% | 1276 |
|
|
2023
Q2 | $259K | Hold |
10,513
| – | – | ﹤0.01% | 2021 |
|
|
2023
Q1 | $260K | Hold |
10,513
| – | – | ﹤0.01% | 1919 |
|
|
2022
Q4 | $254K | Sell |
10,513
-344
| -3% | -$8.16K | ﹤0.01% | 1842 |
|
|
2022
Q3 | $252K | Sell |
10,857
-3,243
| -23% | -$79.4K | ﹤0.01% | 1760 |
|
|
2022
Q2 | $343K | Sell |
14,100
-15,653
| -53% | -$386K | ﹤0.01% | 1527 |
|
|
2022
Q1 | $767K | Buy |
+29,753
| New | +$800K | ﹤0.01% | 1106 |
|
|
2021
Q4 | – | Sell |
-15,840
| Closed | -$440K | – | 2196 |
|
|
2021
Q3 | $440K | Buy |
15,840
+2
| +0% | +$56 | ﹤0.01% | 1366 |
|
|
2021
Q2 | $445K | Buy |
15,838
+500
| +3% | +$14K | ﹤0.01% | 1350 |
|
|
2021
Q1 | $424K | Buy |
+15,338
| New | +$427K | ﹤0.01% | 1549 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$51K | – | 4784 |
|
|
2017
Q1 | $51K | Hold |
2,000
| – | – | ﹤0.01% | 2466 |
|
|
2016
Q4 | $51K | Hold |
2,000
| – | – | ﹤0.01% | 2375 |
|
|
2016
Q3 | $53K | Hold |
2,000
| – | – | ﹤0.01% | 2316 |
|
|
2016
Q2 | $54K | Hold |
2,000
| – | – | ﹤0.01% | 2092 |
|
|
2016
Q1 | $52K | Hold |
2,000
| – | – | ﹤0.01% | 2075 |
|
|
2015
Q4 | $52K | Hold |
2,000
| – | – | ﹤0.01% | 2094 |
|
|
2015
Q3 | $51K | Buy |
+2,000
| New | +$50.6K | ﹤0.01% | 2028 |
|
Other funds holding PWZ
GKWIM
MMA
SC
GC
EWA
