Jones Financial Companies
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Jones Financial Companies’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Jones Financial Companies’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 		$985K Buy
42,338
+28,780
+212% +$670K ﹤0.01% 1010
2025
Q1 		$323K Buy
13,558
+4,448
+49% +$106K ﹤0.01% 1306
2024
Q4 		$225K Buy
9,110
+4,245
+87% +$105K ﹤0.01% 1301
2024
Q3 		$123K Buy
4,865
+823
+20% +$20.8K ﹤0.01% 1324
2024
Q2 		$99.7K Buy
+4,042
New +$99.7K ﹤0.01% 1046