EP Wealth Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Sell |
834,086
-33,310
| -4% | -$777K | 0.13% | 129 |
|
|
2025
Q1 | $20.7M | Buy |
867,396
+30,827
| +4% | +$735K | 0.17% | 105 |
|
|
2024
Q4 | $20.7M | Buy |
836,569
+63,174
| +8% | +$1.56M | 0.17% | 99 |
|
|
2024
Q3 | $19.4M | Buy |
773,395
+12,990
| +2% | +$326K | 0.17% | 107 |
|
|
2024
Q2 | $18.8M | Sell |
760,405
-939
| -0.1% | -$23.2K | 0.2% | 92 |
|
|
2024
Q1 | $18.9M | Sell |
761,344
-34,261
| -4% | -$852K | 0.22% | 84 |
|
|
2023
Q4 | $19.9M | Buy |
+795,605
| New | +$19.9M | 0.25% | 79 |
|
|
2022
Q4 | – | Sell |
-146,399
| Closed | -$3.39M | – | 639 |
|
|
2022
Q3 | $3.39M | Buy |
146,399
+41,247
| +39% | +$956K | 0.08% | 142 |
|
|
2022
Q2 | $2.56M | Buy |
105,152
+86,728
| +471% | +$2.11M | 0.06% | 174 |
|
|
2022
Q1 | $475K | Buy |
+18,424
| New | +$475K | 0.01% | 392 |
|