Verus Wealth Management’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	–	Sell	-27,838	Closed	-$664K	–	57
2025 Q1	$664K	Sell	27,838 -28,684	-51%	-$684K	0.73%	29
2024 Q4	$1.4M	Buy	+56,522	New	+$1.4M	1.57%	16