Ackerman Capital Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
23,663
-11,056
| -32% | -$248K | 0.12% | 72 |
|
|
2025
Q1 | $800K | Sell |
34,719
-9,033
| -21% | -$208K | 0.21% | 55 |
|
|
2024
Q4 | $1.03M | Sell |
43,752
-617
| -1% | -$14.6K | 0.27% | 46 |
|
|
2024
Q3 | $1.07M | Sell |
44,369
-11,150
| -20% | -$269K | 0.28% | 44 |
|
|
2024
Q2 | $1.31M | Buy |
55,519
+8,404
| +18% | +$199K | 0.35% | 40 |
|
|
2024
Q1 | $1.12M | Buy |
47,115
+4,729
| +11% | +$113K | 0.31% | 48 |
|
|
2023
Q4 | $1.02M | Sell |
42,386
-510,811
| -92% | -$12.4M | 0.29% | 53 |
|
|
2023
Q3 | $12.3M | Buy |
553,197
+12,120
| +2% | +$269K | 3.41% | 7 |
|
|
2023
Q2 | $12.8M | Buy |
541,077
+22,078
| +4% | +$521K | 3.31% | 6 |
|
|
2023
Q1 | $12.3M | Buy |
+518,999
| New | +$12.3M | 3.18% | 7 |
|