Miracle Mile Advisors’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 | $60M | Buy |
2,569,651
+48,895
| +2% | +$1.14M | 1.01% | 26 |
|
|
2025
Q1 | $60.1M | Buy |
2,520,756
+95,912
| +4% | +$2.29M | 1.2% | 21 |
|
|
2024
Q4 | $59.9M | Buy |
2,424,844
+154,087
| +7% | +$3.81M | 1.21% | 23 |
|
|
2024
Q3 | $57M | Buy |
2,270,757
+156,516
| +7% | +$3.93M | 1.32% | 21 |
|
|
2024
Q2 | $52.2M | Buy |
2,114,241
+519,838
| +33% | +$12.8M | 1.27% | 19 |
|
|
2024
Q1 | $39.7M | Buy |
1,594,403
+751,268
| +89% | +$18.7M | 1% | 30 |
|
|
2023
Q4 | $21.1M | Buy |
843,135
+133,233
| +19% | +$3.33M | 0.58% | 42 |
|
|
2023
Q3 | $16.7M | Buy |
709,902
+690,600
| +3,578% | +$16.2M | 0.51% | 52 |
|
|
2023
Q2 | $476K | Sell |
19,302
-9,173
| -32% | -$226K | 0.01% | 355 |
|
|
2023
Q1 | $705K | Buy |
28,475
+747
| +3% | +$18.5K | 0.02% | 316 |
|
|
2022
Q4 | $669K | Buy |
+27,728
| New | +$669K | 0.02% | 319 |
|
|
2021
Q4 | – | Sell |
-292,709
| Closed | -$8.12M | – | 476 |
|
|
2021
Q3 | $8.12M | Buy |
292,709
+63,904
| +28% | +$1.77M | 0.39% | 58 |
|
|
2021
Q2 | $6.43M | Buy |
228,805
+37,377
| +20% | +$1.05M | 0.34% | 64 |
|
|
2021
Q1 | $5.3M | Buy |
191,428
+82,827
| +76% | +$2.29M | 0.3% | 67 |
|
|
2020
Q4 | $3.04M | Buy |
108,601
+2,320
| +2% | +$65K | 0.19% | 115 |
|
|
2020
Q3 | $2.93M | Buy |
106,281
+83,857
| +374% | +$2.31M | 0.2% | 101 |
|
|
2020
Q2 | $612K | Buy |
+22,424
| New | +$612K | 0.05% | 210 |
|