AE Wealth Management’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 | $460K | Buy |
20,551
+4,141
| +25% | +$92.7K | ﹤0.01% | 951 |
|
|
2025
Q1 | $378K | Buy |
16,410
+2,627
| +19% | +$60.5K | ﹤0.01% | 1003 |
|
|
2024
Q4 | $325K | Buy |
13,783
+939
| +7% | +$22.2K | ﹤0.01% | 1066 |
|
|
2024
Q3 | $310K | Buy |
+12,844
| New | +$310K | ﹤0.01% | 1020 |
|
|
2024
Q1 | – | Sell |
-41,394
| Closed | -$986K | – | 1776 |
|
|
2023
Q4 | $986K | Sell |
41,394
-3,793
| -8% | -$90.3K | 0.01% | 1158 |
|
|
2023
Q3 | $1M | Sell |
45,187
-6,260
| -12% | -$139K | 0.01% | 1093 |
|
|
2023
Q2 | $1.21M | Sell |
51,447
-9,272
| -15% | -$219K | 0.01% | 1015 |
|
|
2023
Q1 | $1.44M | Buy |
60,719
+565
| +0.9% | +$13.4K | 0.01% | 910 |
|
|
2022
Q4 | $1.38M | Sell |
60,154
-78,788
| -57% | -$1.81M | 0.01% | 871 |
|
|
2022
Q3 | $3.07M | Buy |
138,942
+109,410
| +370% | +$2.42M | 0.02% | 566 |
|
|
2022
Q2 | $692K | Sell |
29,532
-3,015
| -9% | -$70.6K | 0.01% | 1038 |
|
|
2022
Q1 | $811K | Buy |
32,547
+3,922
| +14% | +$97.7K | 0.01% | 993 |
|
|
2021
Q4 | $776K | Buy |
28,625
+7,546
| +36% | +$205K | 0.01% | 1054 |
|
|
2021
Q3 | $566K | Buy |
21,079
+5,709
| +37% | +$153K | ﹤0.01% | 1126 |
|
|
2021
Q2 | $419K | Buy |
+15,370
| New | +$419K | ﹤0.01% | 1210 |
|