Prospera Financial Services’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	$899K	Sell	37,656 -3,899	-9%	-$94.5K	0.01%	755
2025 Q4	$1M	Sell	41,555 -2,341	-5%	-$56.7K	0.02%	668
2025 Q3	$1.05M	Buy	43,896 +683	+2%	+$15.9K	0.02%	665
2025 Q2	$1.01M	Sell	43,213 -1,762	-4%	-$41.1K	0.02%	653
2025 Q1	$1.07M	Sell	44,975 -30,489	-40%	-$745K	0.02%	545
2024 Q4	$1.86M	Buy	75,464 +6,493	+9%	+$162K	0.04%	386
2024 Q3	$1.73M	Buy	68,971 +132	+0.2%	+$3.29K	0.04%	369
2024 Q2	$1.7M	Buy	68,839 +390	+0.6%	+$9.61K	0.05%	371
2024 Q1	$1.7M	Buy	68,449 +368	+0.5%	+$9.2K	0.05%	364
2023 Q4	$1.7M	Sell	68,081 -2,489	-4%	-$59.3K	0.06%	342
2023 Q3	$1.66M	Buy	70,570 +2,404	+4%	+$58.4K	0.06%	303
2023 Q2	$1.68M	Buy	+68,166	New	+$1.68M	0.06%	296