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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Sell |
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|
2025
Q1 | $20.7M | Buy |
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|
2024
Q4 | $20.7M | Buy |
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|
2024
Q3 | $19.4M | Buy |
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|
2024
Q2 | $18.8M | Sell |
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|
2024
Q1 | $18.9M | Sell |
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|
2023
Q4 | $19.9M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3.39M | Buy |
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|
2022
Q2 | $2.56M | Buy |
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|
2022
Q1 | $475K | Buy |
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