EWA
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EverSource Wealth Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

EverSource Wealth Advisors’s Portfolio PWZ Stock Details PWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.9K Buy
1,238
+11
+0.9% +$257 ﹤0.01% 1996
2025
Q1 		$29.3K Buy
+1,227
New +$29.3K ﹤0.01% 1492