EP Wealth Advisors’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	$17.9M	Buy	751,558 +13,992	+2%	+$339K	0.09%	148
2025 Q4	$17.8M	Buy	+737,566	New	+$17.9M	0.09%	142
2025 Q2	$19.5M	Sell	834,086 -33,310	-4%	-$777K	0.13%	129
2025 Q1	$20.7M	Buy	867,396 +30,827	+4%	+$753K	0.17%	105
2024 Q4	$20.7M	Buy	836,569 +63,174	+8%	+$1.57M	0.17%	99
2024 Q3	$19.4M	Buy	773,395 +12,990	+2%	+$324K	0.17%	107
2024 Q2	$18.8M	Sell	760,405 -939	-0.1%	-$23.1K	0.2%	92
2024 Q1	$18.9M	Sell	761,344 -34,261	-4%	-$857K	0.22%	84
2023 Q4	$19.9M	Buy	+795,605	New	+$19M	0.25%	79
2022 Q4	–	Sell	-146,399	Closed	-$3.39M	–	639
2022 Q3	$3.39M	Buy	146,399 +41,247	+39%	+$1.01M	0.08%	142
2022 Q2	$2.56M	Buy	105,152 +86,728	+471%	+$2.14M	0.06%	174
2022 Q1	$475K	Buy	+18,424	New	+$495K	0.01%	392