Advisory Services Network’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 | $2.19M | Buy |
95,286
+16,549
| +21% | +$385K | 0.03% | 621 |
|
|
2025
Q4 | $1.83M | Sell |
78,737
-3,586
| -4% | -$83.4K | 0.03% | 635 |
|
|
2025
Q3 | $1.9M | Sell |
82,323
-7,058
| -8% | -$158K | 0.03% | 604 |
|
|
2025
Q2 | $1.97M | Sell |
89,381
-9,148
| -9% | -$206K | 0.03% | 566 |
|
|
2025
Q1 | $2.27M | Sell |
98,529
-5,174
| -5% | -$121K | 0.04% | 462 |
|
|
2024
Q4 | $2.45M | Sell |
103,703
-101
| -0.1% | -$2.41K | 0.05% | 434 |
|
|
2024
Q3 | $2.46M | Hold |
103,804
| – | – | 0.05% | 402 |
|
|
2024
Q2 | $2.46M | Buy |
103,804
+801
| +0.8% | +$18.9K | 0.05% | 402 |
|
|
2024
Q1 | $2.45M | Sell |
103,003
-861
| -0.8% | -$20.6K | 0.05% | 393 |
|
|
2023
Q4 | $2.51M | Buy |
103,864
+89,323
| +614% | +$2.04M | 0.06% | 371 |
|
|
2023
Q3 | $322K | Sell |
14,541
-3,328
| -19% | -$77.1K | 0.01% | 1112 |
|
|
2023
Q2 | $422K | Buy |
17,869
+5,914
| +49% | +$139K | 0.01% | 992 |
|
|
2023
Q1 | $283K | Sell |
11,955
-29
| -0.2% | -$682 | 0.01% | 1158 |
|
|
2022
Q4 | $275K | Buy |
+11,984
| New | +$271K | 0.01% | 1122 |
|
|
2021
Q3 | – | Sell |
-5,371
| Closed | -$146K | – | 2786 |
|
|
2021
Q2 | $146K | Buy |
+5,371
| New | +$146K | ﹤0.01% | 1419 |
|
|
2021
Q1 | – | Sell |
-5,132
| Closed | -$139K | – | 2734 |
|
|
2020
Q4 | $139K | Buy |
5,132
+1,905
| +59% | +$51K | 0.01% | 1188 |
|
|
2020
Q3 | $86K | Buy |
+3,227
| New | +$86.6K | ﹤0.01% | 1314 |
|
|
2020
Q2 | – | Sell |
-2,478
| Closed | -$64K | – | 2350 |
|
|
2020
Q1 | $64K | Sell |
2,478
-2,472
| -50% | -$65.3K | ﹤0.01% | 1267 |
|
|
2019
Q4 | $131K | Buy |
4,950
+1,136
| +30% | +$30.1K | 0.01% | 1040 |
|
|
2019
Q3 | $100K | Hold |
3,814
| – | – | 0.01% | 1076 |
|
|
2019
Q2 | $100K | Buy |
3,814
+482
| +14% | +$12.5K | 0.01% | 1074 |
|
|
2019
Q1 | $85K | Sell |
3,332
-1,510
| -31% | -$38K | 0.01% | 1051 |
|
|
2018
Q4 | $121K | Hold |
4,842
| – | – | 0.01% | 839 |
|
|
2018
Q3 | $120K | Sell |
4,842
-177
| -4% | -$4.44K | 0.01% | 909 |
|
|
2018
Q2 | $126K | Hold |
5,019
| – | – | 0.01% | 862 |
|
|
2018
Q1 | $126K | Hold |
5,019
| – | – | 0.01% | 944 |
|
|
2017
Q4 | $130K | Buy |
5,019
+1,348
| +37% | +$34.6K | 0.01% | 897 |
|
|
2017
Q3 | $94K | Buy |
3,671
+570
| +18% | +$14.6K | 0.01% | 882 |
|
|
2017
Q2 | $79K | Hold |
3,101
| – | – | 0.01% | 912 |
|
|
2017
Q1 | $78K | Buy |
+3,101
| New | +$77.6K | 0.01% | 860 |
|
|
2016
Q3 | $81K | Buy |
+3,101
| New | +$81.4K | 0.02% | 741 |
|
|
2015
Q2 | – | Sell |
-2,200
| Closed | -$56K | – | 1488 |
|
|
2015
Q1 | $56K | Hold |
2,200
| – | – | 0.02% | 472 |
|
|
2014
Q4 | $57K | Buy |
+2,200
| New | +$55.6K | 0.02% | 408 |
|
|
2014
Q1 | – | Sell |
-2,200
| Closed | -$51K | – | 671 |
|
|
2013
Q4 | $51K | Buy |
+2,200
| New | +$50.8K | 0.03% | 314 |
|
|
2013
Q3 | – | Sell |
-13,733
| Closed | -$325K | – | 86 |
|
|
2013
Q2 | $325K | Buy |
+13,733
| New | +$346K | 0.26% | 64 |
|
Other funds holding PZA
RBA
CCWA
