Stifel Financial
PWZ icon

Stifel Financial’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Stifel Financial’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
2026
Q1 		$272K Buy
+11,386
New +$276K ﹤0.01% 3248
2025
Q3 		– Sell
-17,416
Closed -$406K – 3624
2025
Q2 		$406K Sell
17,416
-5,446
-24% -$127K ﹤0.01% 2884
2025
Q1 		$545K Buy
22,862
+4,859
+27% +$119K ﹤0.01% 2628
2024
Q4 		$445K Buy
18,003
+615
+4% +$15.3K ﹤0.01% 2748
2024
Q3 		$436K Sell
17,388
-1,400
-7% -$34.9K ﹤0.01% 2758
2024
Q2 		$463K Sell
18,788
-2,392
-11% -$58.9K ﹤0.01% 2672
2024
Q1 		$527K Buy
21,180
+6,483
+44% +$162K ﹤0.01% 2582
2023
Q4 		$367K Buy
14,697
+2,758
+23% +$65.7K ﹤0.01% 2732
2023
Q3 		$280K Buy
+11,939
New +$290K ﹤0.01% 2828

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GC
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EWA
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