OneDigital Investment Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

OneDigital Investment Advisors’s Portfolio PWZ Stock Details PWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Sell
2025 Q1	$2.75M	Buy
2024 Q4	$2.64M	Buy
2024 Q3	$2.61M	Sell
2024 Q2	$2.76M	Buy
2022 Q1	–	Sell
2021 Q4	$322K	Buy