Avidian Wealth Enterprises’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 | $879K | Buy |
39,254
+16,169
| +70% | +$362K | 0.04% | 221 |
|
|
2025
Q1 | $532K | Buy |
23,085
+7,993
| +53% | +$184K | 0.02% | 299 |
|
|
2024
Q4 | $356K | Sell |
15,092
-31,281
| -67% | -$739K | 0.02% | 363 |
|
|
2024
Q3 | $1.12M | Sell |
46,373
-25,954
| -36% | -$627K | 0.05% | 170 |
|
|
2024
Q2 | $1.71M | Sell |
72,327
-40,101
| -36% | -$950K | 0.07% | 127 |
|
|
2024
Q1 | $2.68M | Buy |
112,428
+42,918
| +62% | +$1.02M | 0.13% | 88 |
|
|
2023
Q4 | $1.68M | Buy |
69,510
+21,656
| +45% | +$524K | 0.1% | 121 |
|
|
2023
Q3 | $1.06M | Buy |
47,854
+31,494
| +193% | +$698K | 0.07% | 153 |
|
|
2023
Q2 | $386K | Buy |
16,360
+3,092
| +23% | +$73K | 0.03% | 305 |
|
|
2023
Q1 | $314K | Sell |
13,268
-153,754
| -92% | -$3.64M | 0.02% | 373 |
|
|
2022
Q4 | $3.83M | Buy |
+167,022
| New | +$3.83M | 0.25% | 81 |
|
|
2022
Q3 | – | Sell |
-79,130
| Closed | -$1.86M | – | 453 |
|
|
2022
Q2 | $1.86M | Buy |
+79,130
| New | +$1.86M | 0.13% | 117 |
|