SteelPeak Wealth’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 Q2	$1.82M	Sell	74,450 -11,155	-13%	-$270K	0.05%	243
2026 Q1	$2.04M	Sell	85,605 -1,269	-1%	-$30.7K	0.06%	218
2025 Q4	$2.1M	Sell	86,874 -5,933	-6%	-$144K	0.07%	196
2025 Q3	$2.22M	Sell	92,807 -27,590	-23%	-$643K	0.07%	199
2025 Q2	$2.81M	Buy	120,397 +7,708	+7%	+$180K	0.11%	139
2025 Q1	$2.69M	Buy	112,689 +25,886	+30%	+$632K	0.11%	142
2024 Q4	$2.14M	Sell	86,803 -29,945	-26%	-$746K	0.09%	170
2024 Q3	$2.93M	Sell	116,748 -2,614	-2%	-$65.2K	0.13%	126
2024 Q2	$2.94M	Sell	119,362 -17,605	-13%	-$434K	0.14%	121
2024 Q1	$3.41M	Buy	136,967 +50,241	+58%	+$1.26M	0.17%	104
2023 Q4	$2.17M	Sell	86,726 -61,192	-41%	-$1.46M	0.13%	129
2023 Q3	$3.47M	Sell	147,918 -16,286	-10%	-$396K	0.22%	93
2023 Q2	$4.05M	Buy	164,204 +3,725	+2%	+$91.8K	0.24%	76
2023 Q1	$3.98M	Buy	160,479 +83,348	+108%	+$2.05M	0.27%	78
2022 Q4	$1.86M	Sell	77,131 -36,956	-32%	-$876K	0.14%	121
2022 Q3	$2.64M	Sell	114,087 -31,302	-22%	-$767K	0.2%	92
2022 Q2	$3.54M	Buy	145,389 +3,400	+2%	+$83.8K	0.25%	76
2022 Q1	$3.66M	Sell	141,989 -1,551	-1%	-$41.7K	0.22%	86
2021 Q4	$4M	Buy	143,540 +27,454	+24%	+$763K	0.24%	85
2021 Q3	$3.22M	Buy	116,086 +3,005	+3%	+$84.5K	0.22%	87
2021 Q2	$3.18M	Buy	113,081 +457	+0.4%	+$12.8K	0.23%	91
2021 Q1	$3.12M	Buy	112,624 +1,482	+1%	+$41.3K	0.25%	82
2020 Q4	$3.11M	Buy	111,142 +620	+0.6%	+$17.2K	0.28%	77
2020 Q3	$3.05M	Buy	110,522 +23,063	+26%	+$638K	0.33%	68
2020 Q2	$2.39M	Buy	87,459 +19,514	+29%	+$524K	0.3%	71
2020 Q1	$1.83M	Buy	67,945 +2,938	+5%	+$80.6K	0.29%	74
2019 Q4	$1.78M	Buy	+65,007	New	+$1.78M	0.25%	87

Other funds holding PWZ