Waverly Advisors’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
-11,777
Closed -$727K 1211
2025
Q1
$727K Buy
+11,777
New +$727K 0.01% 678