Stratos Wealth 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 | $42.7M | Buy |
1,830,367
+37,325
| +2% | +$871K | 0.58% | 28 |
|
|
2025
Q1 | $42.8M | Buy |
1,793,042
+317,450
| +22% | +$7.57M | 0.65% | 26 |
|
|
2024
Q4 | $36.4M | Buy |
1,475,592
+64,034
| +5% | +$1.58M | 0.51% | 32 |
|
|
2024
Q3 | $35.4M | Buy |
1,411,558
+28,143
| +2% | +$706K | 0.51% | 30 |
|
|
2024
Q2 | $34.1M | Buy |
1,383,415
+4,169
| +0.3% | +$103K | 0.55% | 29 |
|
|
2024
Q1 | $34.3M | Buy |
+1,379,246
| New | +$34.3M | 0.57% | 26 |
|
|
2018
Q1 | – | Sell |
-2,435
| Closed | -$64K | – | 3197 |
|
|
2017
Q4 | $64K | Buy |
+2,435
| New | +$64K | ﹤0.01% | 1405 |
|