Southland Equity Partners’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	$232K	Hold	9,950	–	–	0.05%	210
2025 Q1	$237K	Hold	9,950	–	–	0.06%	200
2024 Q4	$246K	Hold	9,950	–	–	0.06%	190
2024 Q3	$250K	Hold	9,950	–	–	0.06%	194
2024 Q2	$245K	Hold	9,950	–	–	0.07%	183
2024 Q1	$247K	Buy	+9,950	New	+$247K	0.07%	187