Hennion & Walsh Asset Management’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 | $952K | Buy |
40,803
+7,243
| +22% | +$169K | 0.04% | 506 |
|
|
2025
Q1 | $800K | Buy |
33,560
+5,461
| +19% | +$130K | 0.04% | 526 |
|
|
2024
Q4 | $694K | Buy |
28,099
+6,891
| +32% | +$170K | 0.03% | 553 |
|
|
2024
Q3 | $532K | Buy |
21,208
+3,136
| +17% | +$78.7K | 0.02% | 600 |
|
|
2024
Q2 | $446K | Buy |
18,072
+6,606
| +58% | +$163K | 0.02% | 617 |
|
|
2024
Q1 | $285K | Buy |
+11,466
| New | +$285K | 0.02% | 704 |
|