Number of Shares
39,404.00
Current Holdings Value*
$919,690.00
% of Portfolio
0.48%
Total Estimate Gain
$-143,507.02
% of Total Estimate Gain
-12.65%

FOCUS Wealth Advisors, LLC's Invesco California AMT-Free Municipal Bond ETF Holding Summary

As of 2025-06-30, FOCUS Wealth Advisors, LLC held 39,404.00 shares of Invesco California AMT-Free Municipal Bond ETF(PWZ), totaling $919,690.00. This investment constitutes 0.48% of their stock portfolio, and FOCUS Wealth Advisors, LLC now holds 0.12% of the outstanding Invesco California AMT-Free Municipal Bond ETF(PWZ) stock.

The initial trade took place in 2021Q2. And since then FOCUS Wealth Advisors, LLC has made 9 purchases of PWZ, at an average price of $26.27, for a total of 43,176.00 shares. In addition, there have been 5 sales at an average price of $24.42 for 3,772.00 shares. Based on historical transaction data and PWZ's current price of $22.81, FOCUS Wealth Advisors, LLC's estimated gain on his PWZ holdings is $-143,507.02, reflecting a -12.65% gain to date.

FOCUS Wealth Advisors, LLC PWZ ($22.81) Holding Chart

FOCUS Wealth Advisors, LLC PWZ ($22.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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