BCGM Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$880K	Buy	+38,282	New	+$891K	0.22%	86
2025 Q1	–	Sell	-16,327	Closed	-$385K	–	156
2024 Q4	$385K	Sell	16,327 -498	-3%	-$11.9K	0.12%	110
2024 Q3	$406K	Buy	16,825 +89	+0.5%	+$2.13K	0.13%	108
2024 Q2	$396K	Sell	16,736 -3,061	-15%	-$72.3K	0.14%	107
2024 Q1	$472K	Buy	19,797 +702	+4%	+$16.8K	0.17%	91
2023 Q4	$462K	Sell	19,095 -20,897	-52%	-$477K	0.19%	83
2023 Q3	$886K	Buy	39,992 +406	+1%	+$9.4K	0.41%	55
2023 Q2	$934K	Sell	39,586 -816	-2%	-$19.2K	0.41%	50
2023 Q1	$957K	Sell	40,402 -8,546	-17%	-$201K	0.48%	50
2022 Q4	$1.12M	Sell	48,948 -11,305	-19%	-$256K	0.55%	42
2022 Q3	$1.32M	Sell	60,253 -2,172	-3%	-$51K	0.66%	38
2022 Q2	$1.51M	Sell	62,425 -21,683	-26%	-$515K	0.77%	30
2022 Q1	$2M	Buy	84,108 +188	+0.2%	+$4.89K	1.09%	23
2021 Q4	$2.27M	Buy	83,920 +1,012	+1%	+$27.3K	1.22%	16
2021 Q3	$2.22M	Sell	82,908 -9,057	-10%	-$247K	1.24%	16
2021 Q2	$2.52M	Sell	91,965 -1,011	-1%	-$27.4K	1.49%	14
2021 Q1	$2.52M	Sell	92,976 -3,225	-3%	-$87K	1.72%	15
2020 Q4	$2.63M	Buy	+96,201	New	+$2.57M	1.86%	14