Steward Partners Investment Advisory’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Steward Partners Investment Advisory’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	$239K	Sell
2025 Q1	$248K	Hold
2024 Q4	$257K	Buy
2024 Q3	$257K	Buy
2020 Q1	–	Sell
2019 Q4	$106K	Hold
2019 Q3	$106K	Hold
2019 Q2	$104K	Buy