Waddell & Associates’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 | $330K | Hold |
14,125
| – | – | 0.04% | 154 |
|
|
2025
Q1 | $337K | Hold |
14,125
| – | – | 0.04% | 115 |
|
|
2024
Q4 | $349K | Hold |
14,125
| – | – | 0.04% | 111 |
|
|
2024
Q3 | $354K | Hold |
14,125
| – | – | 0.04% | 102 |
|
|
2024
Q2 | $348K | Hold |
14,125
| – | – | 0.05% | 95 |
|
|
2024
Q1 | $351K | Hold |
14,125
| – | – | 0.05% | 95 |
|
|
2023
Q4 | $353K | Hold |
14,125
| – | – | 0.05% | 99 |
|
|
2023
Q3 | $332K | Hold |
14,125
| – | – | 0.05% | 116 |
|
|
2023
Q2 | $348K | Hold |
14,125
| – | – | 0.05% | 110 |
|
|
2023
Q1 | $350K | Hold |
14,125
| – | – | 0.05% | 103 |
|
|
2022
Q4 | $341K | Buy |
+14,125
| New | +$341K | 0.06% | 103 |
|