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Robertson Stephens Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Robertson Stephens Wealth Management’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 		$557K Hold
23,848
– – 0.02% 347
2025
Q1 		$569K Hold
23,848
– – 0.02% 342
2024
Q4 		$589K Hold
23,848
– – 0.02% 331
2024
Q3 		$598K Buy
+23,848
New +$598K 0.02% 373