Lodestar Private Asset Management’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	$1.86M	Buy	77,924 +8,549	+12%	+$207K	0.18%	77
2025 Q4	$1.68M	Buy	69,375 +5,223	+8%	+$126K	0.17%	78
2025 Q3	$1.53M	Buy	64,152 +1,351	+2%	+$31.5K	0.16%	84
2025 Q2	$1.47M	Sell	62,801 -17,044	-21%	-$398K	0.17%	83
2025 Q1	$1.9M	Buy	79,845 +19,180	+32%	+$469K	0.24%	71
2024 Q4	$1.5M	Buy	60,665 +2,528	+4%	+$62.9K	0.19%	84
2024 Q3	$1.46M	Sell	58,137 -6,826	-11%	-$170K	0.19%	85
2024 Q2	$1.6M	Buy	64,963 +3,062	+5%	+$75.4K	0.22%	80
2024 Q1	$1.54M	Buy	61,901 +1,228	+2%	+$30.7K	0.22%	81
2023 Q4	$1.52M	Buy	60,673 +12,993	+27%	+$309K	0.23%	81
2023 Q3	$1.12M	Buy	47,680 +3,115	+7%	+$75.7K	0.19%	84
2023 Q2	$1.1M	Sell	44,565 -263	-0.6%	-$6.48K	0.18%	84
2023 Q1	$1.11M	Sell	44,828 -1,174	-3%	-$28.8K	0.2%	82
2022 Q4	$1.11M	Buy	+46,002	New	+$1.09M	0.21%	81