HighTower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.96M | Buy |
123,870
+42,489
| +52% | +$1.03M | ﹤0.01% | 1491 |
|
|
2025
Q4 | $1.97M | Buy |
81,381
+5,631
| +7% | +$136K | ﹤0.01% | 1678 |
|
|
2025
Q3 | $1.81M | Buy |
75,750
+12,591
| +20% | +$293K | ﹤0.01% | 1692 |
|
|
2025
Q2 | $1.47M | Buy |
63,159
+1,169
| +2% | +$27.3K | ﹤0.01% | 1757 |
|
|
2025
Q1 | $1.48M | Buy |
61,990
+5,088
| +9% | +$124K | ﹤0.01% | 1704 |
|
|
2024
Q4 | $1.41M | Buy |
56,902
+18,773
| +49% | +$467K | ﹤0.01% | 1745 |
|
|
2024
Q3 | $959K | Buy |
38,129
+475
| +1% | +$11.9K | ﹤0.01% | 1946 |
|
|
2024
Q2 | $929K | Buy |
+37,654
| New | +$928K | ﹤0.01% | 1894 |
|
|
2024
Q1 | – | Sell |
-22,410
| Closed | -$558K | – | 3924 |
|
|
2023
Q4 | $558K | Sell |
22,410
-7,675
| -26% | -$183K | ﹤0.01% | 2238 |
|
|
2023
Q3 | $703K | Buy |
+30,085
| New | +$731K | ﹤0.01% | 1986 |
|
|
2021
Q2 | – | Sell |
-21,382
| Closed | -$592K | – | 3342 |
|
|
2021
Q1 | $592K | Buy |
+21,382
| New | +$596K | ﹤0.01% | 1882 |
|
|
2019
Q4 | – | Sell |
-42,275
| Closed | -$1.16M | – | 2502 |
|
|
2019
Q3 | $1.16M | Buy |
42,275
+16,849
| +66% | +$460K | 0.01% | 1112 |
|
|
2019
Q2 | $682K | Buy |
25,426
+6,765
| +36% | +$180K | ﹤0.01% | 1371 |
|
|
2019
Q1 | $491K | Buy |
18,661
+2,617
| +16% | +$67.7K | ﹤0.01% | 1469 |
|
|
2018
Q4 | $414K | Sell |
16,044
-318
| -2% | -$8.08K | ﹤0.01% | 1454 |
|
|
2018
Q3 | $418K | Buy |
16,362
+667
| +4% | +$17.2K | ﹤0.01% | 1544 |
|
|
2018
Q2 | $407K | Sell |
15,695
-10,672
| -40% | -$275K | ﹤0.01% | 1534 |
|
|
2018
Q1 | $676K | Sell |
26,367
-2,584
| -9% | -$66.8K | 0.01% | 1284 |
|
|
2017
Q4 | $764K | Sell |
28,951
-754
| -3% | -$19.7K | 0.01% | 1250 |
|
|
2017
Q3 | $774K | Sell |
29,705
-1,797
| -6% | -$47K | 0.01% | 1224 |
|
|
2017
Q2 | $820K | Sell |
31,502
-10,319
| -25% | -$266K | 0.01% | 1147 |
|
|
2017
Q1 | $1.06M | Sell |
41,821
-25,309
| -38% | -$641K | 0.01% | 1006 |
|
|
2016
Q4 | $1.7M | Buy |
67,130
+48,326
| +257% | +$1.24M | 0.02% | 757 |
|
|
2016
Q3 | $501K | Buy |
18,804
+7,610
| +68% | +$204K | 0.01% | 1247 |
|
|
2016
Q2 | $300K | Buy |
+11,194
| New | +$297K | ﹤0.01% | 1326 |
|
Other funds holding PWZ
GKWIM
MMA
SC
GC
EWA
