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

Simpli Fi, Inc.

$181 Million
Q3 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 69,016 shares of PWZ stock, worth $1.67 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

69,016

Previous 62,431 10.55%

Holding current value

$1.67 Million

Previous $1.46 Million 13.25%

% of portfolio

0.91%

Previous 0.81%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

128

Shares Held

36.2M

Call Options Held

Put Options Held

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About INVESCO CALIFORNIA AMT-FREE MU

Ticker PWZ
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