Waddell & Associates’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
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|
2025
Q1 | $337K | Hold |
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|
2024
Q4 | $349K | Hold |
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|
2024
Q3 | $354K | Hold |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $351K | Hold |
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|
2023
Q4 | $353K | Hold |
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|
2023
Q3 | $332K | Hold |
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|
2023
Q2 | $348K | Hold |
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|
2023
Q1 | $350K | Hold |
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|
2022
Q4 | $341K | Buy |
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