Envestnet Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.9M | Buy |
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2025
Q1 | $34M | Buy |
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|
2024
Q4 | $30.7M | Buy |
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|
2024
Q3 | $26.3M | Buy |
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|
2024
Q2 | $20.6M | Buy |
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|
2024
Q1 | $15.9M | Buy |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $4.66M | Buy |
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|
2023
Q2 | $426K | Buy |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $391K | Buy |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $236K | Buy |
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|
2021
Q4 | $243K | Buy |
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|
2021
Q3 | $218K | Buy |
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