Simpli Fi, Inc. Invesco California Amt Free Mu Transaction History

Simpli Fi, Inc.

$226 Million
Q4 2025

A detailed history of Simpli Fi, Inc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Simpli Fi, Inc. holds 82,932 shares of PWZ stock, worth $2.01 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

82,932

Previous 69,016 20.16%

Holding current value

$2.01 Million

Previous $1.65 Million 21.88%

% of portfolio

0.89%

Previous 0.91%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	$23.96 - $24.35 $333,427 - $338,854	13,916 Added 20.16%	82,932 $2.01 Million
Q3 2025 Oct 23, 2025	BUY	$22.77 - $24.07 $149,940 - $158,500	6,585 Added 10.55%	69,016 $1.65 Million
Q2 2025 Jul 18, 2025	BUY	$22.71 - $24.18 $67,721 - $72,104	2,982 Added 5.02%	62,431 $1.46 Million
Q1 2025 Apr 28, 2025	BUY	$23.68 - $24.72 $40,256 - $42,024	1,700 Added 2.94%	59,449 $1.42 Million
Q4 2024 Jan 23, 2025	SELL	$24.49 - $25.25 $72,416 - $74,664	-2,957 Reduced 4.87%	57,749 $1.43 Million

Q3 2024 Oct 22, 2024	BUY	$24.63 - $25.25 $12,782 - $13,104	519 Added 0.86%	60,706 $1.52 Million
Q2 2024 Jul 25, 2024	BUY	$24.26 - $25.06 $30,106 - $31,099	1,241 Added 2.11%	60,187 $1.48 Million
Q1 2024 Apr 22, 2024	SELL	$24.83 - $25.24 $150,097 - $152,575	-6,045 Reduced 9.3%	58,946 $1.47 Million
Q3 2023 Oct 10, 2023	BUY	$23.35 - $24.92 $11,137 - $11,886	477 Added 0.74%	64,991 $1.53 Million
Q2 2023 Jul 17, 2023	BUY	$24.07 - $25.07 $623,461 - $649,363	25,902 Added 67.08%	64,514 $1.59 Million
Q1 2023 Apr 19, 2023	BUY	$24.04 - $25.03 $928,232 - $966,458	38,612 New	38,612 $956,000
Q3 2022 Oct 18, 2022	BUY	$23.11 - $25.32 $4,645 - $5,089	201 Added 0.79%	25,787 $597,000
Q2 2022 Jul 20, 2022	BUY	$23.81 - $25.88 $3,381 - $3,674	142 Added 0.56%	25,586 $622,000
Q1 2022 Apr 14, 2022	BUY	$25.72 - $27.89 $119,495 - $129,576	4,646 Added 22.34%	25,444 $656,000
Q4 2021 Jan 20, 2022	BUY	$27.55 - $27.98 $303,105 - $307,835	11,002 Added 112.31%	20,798 $580,000
Q3 2021 Oct 14, 2021	BUY	$27.75 - $28.35 $271,839 - $277,716	9,796 New	9,796 $272,000

Others Institutions Holding PWZ

# of Institutions

132

Shares Held

36.5M

Call Options Held

Put Options Held

View Full List

About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
Sector ETFs
Industry ETFs

More about PWZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simpli Fi, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Simpli Fi, Inc. with notifications on news.

Account