AssuredPartners Investment Advisors’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	–	Sell	-100,356	Closed	-$2.31M	–	309
2025 Q1	$2.31M	Buy	100,356 +3,051	+3%	+$70.3K	0.45%	63
2024 Q4	$2.3M	Buy	+97,305	New	+$2.3M	0.45%	62