Focus Wealth Advisors, LLC Invesco California Amt Free Mu Transaction History

Focus Wealth Advisors, LLC

$175 Million
Q2 2025

A detailed history of Focus Wealth Advisors, LLC transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Focus Wealth Advisors, LLC holds 39,404 shares of PWZ stock, worth $906,292. This represents 0.53% of its overall portfolio holdings.

Number of Shares

39,404

Previous 37,269 5.73%

Holding current value

$906,292

Previous $888,000 3.49%

% of portfolio

0.53%

Previous 0.54%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$22.71 - $24.18 $48,485 - $51,624	2,135 Added 5.73%	39,404 $919,000
Q1 2025 May 07, 2025	BUY	$23.68 - $24.72 $93,109 - $97,199	3,932 Added 11.79%	37,269 $888,000
Q4 2024 Jan 16, 2025	SELL	$24.49 - $25.25 $44,767 - $46,157	-1,828 Reduced 5.2%	33,337 $823,000
Q3 2024 Oct 10, 2024	BUY	$24.63 - $25.25 $24 - $25	1 Added 0.0%	35,165 $881,000
Q2 2024 Jul 22, 2024	BUY	$24.26 - $25.06 $3,032 - $3,132	125 Added 0.36%	35,164 $867,000
Q1 2024 Apr 11, 2024	BUY	$24.83 - $25.24 $380,768 - $387,055	15,335 Added 77.83%	35,039 $871,000
Q4 2023 Jan 11, 2024	SELL	$22.61 - $25.09 $34,118 - $37,860	-1,509 Reduced 7.11%	19,704 $492,000
Q2 2023 Jul 14, 2023	SELL	$24.07 - $25.07 $2,647 - $2,757	-110 Reduced 0.52%	21,213 $522,000
Q1 2023 Apr 10, 2023	SELL	$24.04 - $25.03 $4,808 - $5,006	-200 Reduced 0.93%	21,323 $528,000
Q3 2022 Oct 13, 2022	SELL	$23.11 - $25.32 $2,888 - $3,165	-125 Reduced 0.58%	21,523 $499,000
Q2 2022 Jul 11, 2022	BUY	$23.81 - $25.88 $10,119 - $10,999	425 Added 2.0%	21,648 $526,000
Q1 2022 Apr 14, 2022	BUY	$25.72 - $27.89 $21,604 - $23,427	840 Added 4.12%	21,223 $548,000
Q4 2021 Jan 26, 2022	BUY	$27.55 - $27.98 $39,672 - $40,291	1,440 Added 7.6%	20,383 $569,000
Q3 2021 Oct 08, 2021	BUY	$27.75 - $28.35 $11,655 - $11,907	420 Added 2.27%	18,943 $526,000
Q2 2021 Jul 14, 2021	SELL	$27.71 - $28.3 $54,367 - $55,524	-1,962 Reduced 9.58%	18,523 $521,000
Q1 2021 Apr 14, 2021	BUY	$27.43 - $28.28 $6,308 - $6,504	230 Added 1.14%	20,485 $568,000
Q4 2020 Feb 26, 2021	BUY	$27.31 - $28.08 $553,164 - $568,760	20,255 New	20,255 $567,000

Others Institutions Holding PWZ

# of Institutions

121

Shares Held

24.2M

Call Options Held

44.5K

Put Options Held

18.6K

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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Focus Wealth Advisors, LLC Invesco California Amt Free Mu Transaction History