AE Wealth Management’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	$5.21M	Buy	226,749 +99,021	+78%	+$2.3M	0.03%	410
2025 Q4	$2.96M	Buy	127,728 +55,280	+76%	+$1.29M	0.02%	500
2025 Q3	$1.67M	Buy	72,448 +51,897	+253%	+$1.16M	0.01%	618
2025 Q2	$460K	Buy	20,551 +4,141	+25%	+$93.1K	﹤0.01%	951
2025 Q1	$378K	Buy	16,410 +2,627	+19%	+$61.6K	﹤0.01%	1003
2024 Q4	$325K	Buy	13,783 +939	+7%	+$22.4K	﹤0.01%	1066
2024 Q3	$310K	Buy	+12,844	New	+$308K	﹤0.01%	1020
2024 Q1	–	Sell	-41,394	Closed	-$986K	–	1778
2023 Q4	$986K	Sell	41,394 -3,793	-8%	-$86.6K	0.01%	1159
2023 Q3	$1M	Sell	45,187 -6,260	-12%	-$145K	0.01%	1094
2023 Q2	$1.21M	Sell	51,447 -9,272	-15%	-$219K	0.01%	1016
2023 Q1	$1.44M	Buy	60,719 +565	+0.9%	+$13.3K	0.01%	912
2022 Q4	$1.38M	Sell	60,154 -78,788	-57%	-$1.78M	0.01%	872
2022 Q3	$3.07M	Buy	138,942 +109,410	+370%	+$2.57M	0.02%	566
2022 Q2	$692K	Sell	29,532 -3,015	-9%	-$71.6K	0.01%	1041
2022 Q1	$811K	Buy	32,547 +3,922	+14%	+$102K	0.01%	996
2021 Q4	$776K	Buy	28,625 +7,546	+36%	+$203K	0.01%	1054
2021 Q3	$566K	Buy	21,079 +5,709	+37%	+$156K	﹤0.01%	1128
2021 Q2	$419K	Buy	+15,370	New	+$417K	﹤0.01%	1213