FOCUS Wealth Advisors, LLC PWZ Holdings History
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 $22.79, FOCUS Wealth Advisors, LLC's estimated gain on his PWZ holdings is $-144,098.08, reflecting a -12.70% gain to date.
FOCUS Wealth Advisors, LLC PWZ ($22.79) Holding Chart
FOCUS Wealth Advisors, LLC PWZ ($22.79) 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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