Advisornet Financial’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 | $14.2K | Hold |
616
| – | – | ﹤0.01% | 1430 |
|
|
2025
Q4 | $14.3K | Hold |
616
| – | – | ﹤0.01% | 1434 |
|
|
2025
Q3 | $14.2K | Hold |
616
| – | – | ﹤0.01% | 1416 |
|
|
2025
Q2 | $13.8K | Hold |
616
| – | – | ﹤0.01% | 1388 |
|
|
2025
Q1 | $14.2K | Hold |
616
| – | – | ﹤0.01% | 1310 |
|
|
2024
Q4 | $14.5K | Hold |
616
| – | – | ﹤0.01% | 1223 |
|
|
2024
Q3 | $14.9K | Hold |
616
| – | – | ﹤0.01% | 1308 |
|
|
2024
Q2 | $14.6K | Hold |
616
| – | – | ﹤0.01% | 1194 |
|
|
2024
Q1 | $14.7K | Hold |
616
| – | – | ﹤0.01% | 1174 |
|
|
2023
Q4 | $14.9K | Hold |
616
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q3 | $13.7K | Hold |
616
| – | – | ﹤0.01% | 1161 |
|
|
2023
Q2 | $14.5K | Hold |
616
| – | – | ﹤0.01% | 1219 |
|
|
2023
Q1 | $14.6K | Hold |
616
| – | – | ﹤0.01% | 1183 |
|
|
2022
Q4 | $14.1K | Hold |
616
| – | – | ﹤0.01% | 1189 |
|
|
2022
Q3 | $14K | Hold |
616
| – | – | ﹤0.01% | 1236 |
|
|
2022
Q2 | $14K | Hold |
616
| – | – | ﹤0.01% | 1263 |
|
|
2022
Q1 | $15K | Hold |
616
| – | – | ﹤0.01% | 1334 |
|
|
2021
Q4 | $17K | Buy |
+616
| New | +$16.6K | ﹤0.01% | 1332 |
|
|
2021
Q2 | – | Sell |
-6,288
| Closed | -$168K | – | 1852 |
|
|
2021
Q1 | $168K | Hold |
6,288
| – | – | 0.01% | 602 |
|
|
2020
Q4 | $170K | Hold |
6,288
| – | – | 0.01% | 541 |
|
|
2020
Q3 | $167K | Sell |
6,288
-101
| -2% | -$2.71K | 0.01% | 530 |
|
|
2020
Q2 | $170K | Sell |
6,389
-1,600
| -20% | -$41.7K | 0.01% | 529 |
|
|
2020
Q1 | $206K | Buy |
7,989
+800
| +11% | +$21.1K | 0.02% | 460 |
|
|
2019
Q4 | $190K | Buy |
7,189
+800
| +13% | +$21.2K | 0.02% | 514 |
|
|
2019
Q3 | $170K | Hold |
6,389
| – | – | 0.02% | 544 |
|
|
2019
Q2 | $167K | Hold |
6,389
| – | – | 0.02% | 489 |
|
|
2019
Q1 | $164K | Hold |
6,389
| – | – | 0.02% | 456 |
|
|
2018
Q4 | $160K | Hold |
6,389
| – | – | 0.02% | 427 |
|
|
2018
Q3 | $158K | Sell |
6,389
-2,315
| -27% | -$58.1K | 0.02% | 456 |
|
|
2018
Q2 | $219K | Sell |
8,704
-3,775
| -30% | -$94.8K | 0.03% | 385 |
|
|
2018
Q1 | $314K | Sell |
12,479
-5,325
| -30% | -$135K | 0.04% | 310 |
|
|
2017
Q4 | $460K | Buy |
+17,804
| New | +$456K | 0.07% | 209 |
|
Other funds holding PZA
RBA
CCWA
