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AWA
Alaska Wealth Advisors’s
Invesco National AMT-Free Municipal Bond ETF
PZA
Stock Holding History
Alaska Wealth Advisors’s Portfolio
PZA Stock Details
PZA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$281K
Buy
+12,243
New
+$285K
0.03%
72
2025
Q3
–
Sell
-9,740
Closed
-$218K
–
86
2025
Q2
$218K
Hold
9,740
–
–
0.03%
71
2025
Q1
$224K
Buy
9,740
+166
+2%
+$3.9K
0.04%
58
2024
Q4
$226K
Hold
9,574
–
–
0.04%
61
2024
Q3
$231K
Buy
9,574
+31
+0.3%
+$743
0.03%
62
2024
Q2
$226K
Sell
9,543
-1,060
-10%
-$25K
0.04%
62
2024
Q1
$253K
Buy
10,603
+1,316
+14%
+$31.5K
0.04%
58
2023
Q4
$225K
Hold
9,287
–
–
0.04%
60
2023
Q3
$206K
Sell
9,287
-158
-2%
-$3.66K
0.03%
57
2023
Q2
$223K
Hold
9,445
–
–
0.04%
58
2023
Q1
$224K
Sell
9,445
-195
-2%
-$4.59K
0.04%
55
2022
Q4
$221K
Sell
9,640
-950
-9%
-$21.5K
0.04%
58
2022
Q3
$234K
Sell
10,590
-346
-3%
-$8.12K
0.05%
53
2022
Q2
$256K
Hold
10,936
–
–
0.05%
49
2022
Q1
$273K
Buy
+10,936
New
+$284K
0.05%
45
2020
Q1
–
Sell
-11,747
Closed
-$311K
–
67
2019
Q4
$311K
Buy
+11,747
New
+$311K
0.05%
55
2019
Q3
–
Sell
-14,125
Closed
-$362K
–
50
2019
Q2
$362K
Hold
14,125
–
–
0.04%
53
2019
Q1
$362K
Sell
14,125
-3,713
-21%
-$93.5K
0.04%
53
2018
Q4
$446K
Buy
+17,838
New
+$440K
0.14%
38
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$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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