Wealthfront Advisers’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
2026
Q1
$416M Sell
17,410,759
-1,024,382
-6% -$24.8M 0.91% 20
2025
Q4
$445M Sell
18,435,141
-470,677
-2% -$11.4M 1% 19
2025
Q3
$452M Buy
18,905,818
+13,733,922
+266% +$320M 1.06% 18
2025
Q2
$121M Buy
5,171,896
+5,024,737
+3,414% +$117M 0.31% 35
2025
Q1
$3.51M Buy
147,159
+73,457
+100% +$1.79M 0.01% 419
2024
Q4
$1.82M Buy
73,702
+39,164
+113% +$975K 0.01% 543
2024
Q3
$866K Buy
34,538
+536
+2% +$13.4K ﹤0.01% 671
2024
Q2
$839K Sell
34,002
-629
-2% -$15.5K ﹤0.01% 658
2024
Q1
$861K Sell
34,631
-368
-1% -$9.2K ﹤0.01% 644
2023
Q4
$874K Buy
+34,999
New +$834K ﹤0.01% 615
2023
Q2
Sell
-9,769
Closed -$242K 837
2023
Q1
$242K Buy
+9,769
New +$240K ﹤0.01% 776

Other funds holding PWZ