Addison Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$163K	Hold	7,090	–	–	0.04%	248
2025 Q4	$164K	Sell	7,090 -4,070	-36%	-$94.7K	0.04%	246
2025 Q3	$258K	Hold	11,160	–	–	0.06%	190
2025 Q2	$250K	Sell	11,160 -165	-1%	-$3.71K	0.06%	185
2025 Q1	$261K	Sell	11,325 -280	-2%	-$6.57K	0.07%	171
2024 Q4	$274K	Hold	11,605	–	–	0.08%	163
2024 Q3	$280K	Hold	11,605	–	–	0.08%	168
2024 Q2	$275K	Hold	11,605	–	–	0.09%	155
2024 Q1	$277K	Hold	11,605	–	–	0.1%	146
2023 Q4	$281K	Sell	11,605 -16,700	-59%	-$381K	0.11%	133
2023 Q3	$627K	Hold	28,305	–	–	0.29%	69
2023 Q2	$668K	Sell	28,305 -455	-2%	-$10.7K	0.33%	64
2023 Q1	$681K	Buy	28,760 +455	+2%	+$10.7K	0.38%	58
2022 Q4	$649K	Buy	28,305 +26,125	+1,198%	+$592K	0.39%	54
2022 Q3	$48K	Hold	2,180	–	–	0.03%	266
2022 Q2	$51K	Buy	+2,180	New	+$51.8K	0.03%	260