First Foundation 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
$22.2M Sell
2025
Q1
$26.6M Sell
2024
Q4
$33.4M Sell
2024
Q3
$37.7M Sell
2024
Q2
$38.4M Sell
2024
Q1
$41.8M Buy
2023
Q4
$30.3M Buy
2023
Q3
$27.5M Buy
2023
Q2
$16M Buy
2023
Q1
$256K Buy