AIFAIM
American Institute for Advanced Investment Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
12,045
+1,500
| +14% | +$33.6K | 0.19% | 117 |
|
|
2025
Q1 | $243K | Hold |
10,545
| – | – | 0.19% | 118 |
|
|
2024
Q4 | $249K | Buy |
10,545
+1,000
| +10% | +$23.6K | 0.19% | 117 |
|
|
2024
Q3 | $231K | Hold |
9,545
| – | – | 0.17% | 127 |
|
|
2024
Q2 | $226K | Hold |
9,545
| – | – | 0.17% | 124 |
|
|
2024
Q1 | $227K | Hold |
9,545
| – | – | 0.18% | 123 |
|
|
2023
Q4 | $231K | Buy |
9,545
+500
| +6% | +$12.1K | 0.2% | 108 |
|
|
2023
Q3 | $200K | Hold |
9,045
| – | – | 0.19% | 114 |
|
|
2023
Q2 | $213K | Hold |
9,045
| – | – | 0.19% | 113 |
|
|
2023
Q1 | $214K | Hold |
9,045
| – | – | 0.23% | 94 |
|
|
2022
Q4 | $207K | Sell |
9,045
-3,200
| -26% | -$73.4K | 0.19% | 102 |
|
|
2022
Q3 | $270K | Hold |
12,245
| – | – | 0.25% | 84 |
|
|
2022
Q2 | $287K | Hold |
12,245
| – | – | 0.25% | 88 |
|
|
2022
Q1 | $305K | Hold |
12,245
| – | – | 0.22% | 91 |
|
|
2021
Q4 | $332K | Hold |
12,245
| – | – | 0.22% | 89 |
|
|
2021
Q3 | $329K | Hold |
12,245
| – | – | 0.23% | 88 |
|
|
2021
Q2 | $334K | Hold |
12,245
| – | – | 0.24% | 88 |
|
|
2021
Q1 | $328K | Sell |
12,245
-2,200
| -15% | -$58.9K | 0.25% | 82 |
|
|
2020
Q4 | $392K | Hold |
14,445
| – | – | 0.32% | 71 |
|
|
2020
Q3 | $385K | Hold |
14,445
| – | – | 0.35% | 65 |
|
|
2020
Q2 | $384K | Buy |
14,445
+400
| +3% | +$10.6K | 0.36% | 64 |
|
|
2020
Q1 | $362K | Buy |
14,045
+500
| +4% | +$12.9K | 0.39% | 60 |
|
|
2019
Q4 | $358K | Buy |
+13,545
| New | +$358K | 0.35% | 65 |
|