Avantax Advisory Services’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 | $227K | Buy |
+10,157
| New | +$227K | ﹤0.01% | 2117 |
|
|
2024
Q2 | – | Sell |
-8,961
| Closed | -$214K | – | 2113 |
|
|
2024
Q1 | $214K | Sell |
8,961
-2,750
| -23% | -$65.5K | ﹤0.01% | 1508 |
|
|
2023
Q4 | $283K | Buy |
+11,711
| New | +$283K | ﹤0.01% | 1270 |
|
|
2023
Q3 | – | Sell |
-10,133
| Closed | -$239K | – | 1607 |
|
|
2023
Q2 | $239K | Sell |
10,133
-13,825
| -58% | -$326K | ﹤0.01% | 1308 |
|
|
2023
Q1 | $567K | Sell |
23,958
-67,740
| -74% | -$1.6M | 0.01% | 861 |
|
|
2022
Q4 | $2.1M | Sell |
91,698
-107,214
| -54% | -$2.46M | 0.03% | 412 |
|
|
2022
Q3 | $4.39M | Sell |
198,912
-30,344
| -13% | -$670K | 0.07% | 224 |
|
|
2022
Q2 | $5.37M | Buy |
+229,256
| New | +$5.37M | 0.08% | 189 |
|
|
2020
Q2 | – | Sell |
-12,898
| Closed | -$333K | – | 885 |
|
|
2020
Q1 | $333K | Buy |
+12,898
| New | +$333K | 0.01% | 541 |
|