Belpointe Asset 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	$232K	Sell	10,091 -292	-3%	-$6.8K	0.01%	953
2025 Q4	$241K	Sell	10,383 -3,200	-24%	-$74.5K	0.01%	901
2025 Q3	$314K	Sell	13,583 -2,238	-14%	-$50.1K	0.01%	782
2025 Q2	$354K	Sell	15,821 -59,142	-79%	-$1.33M	0.01%	703
2025 Q1	$1.73M	Buy	+74,963	New	+$1.76M	0.09%	210
2024 Q3	–	Sell	-21,156	Closed	-$501K	–	978
2024 Q2	$501K	Hold	21,156	–	–	0.03%	459
2024 Q1	$504K	Hold	21,156	–	–	0.04%	434
2023 Q4	$512K	Hold	21,156	–	–	0.04%	362
2023 Q3	$469K	Hold	21,156	–	–	0.05%	354
2023 Q2	$499K	Sell	21,156 -230	-1%	-$5.42K	0.05%	310
2023 Q1	$506K	Hold	21,386	–	–	0.03%	564
2022 Q4	$491K	Hold	21,386	–	–	0.03%	550
2022 Q3	$472K	Sell	21,386 -100	-0.5%	-$2.35K	0.03%	524
2022 Q2	$503K	Buy	21,486 +100	+0.5%	+$2.38K	0.03%	482
2022 Q1	$533K	Sell	21,386 -10,000	-32%	-$260K	0.03%	524
2021 Q4	$851K	Sell	31,386 -11,000	-26%	-$297K	0.05%	365
2021 Q3	$1.14M	Buy	42,386 +746	+2%	+$20.3K	0.08%	282
2021 Q2	$1.14M	Buy	41,640 +90	+0.2%	+$2.44K	0.08%	263
2021 Q1	$1.11M	Buy	41,550 +675	+2%	+$18.2K	0.1%	233
2020 Q4	$1.11M	Sell	40,875 -3,546	-8%	-$94.9K	0.1%	231
2020 Q3	$1.18M	Buy	44,421 +381	+0.9%	+$10.2K	0.13%	172
2020 Q2	$1.17M	Sell	44,040 -4,022	-8%	-$105K	0.15%	145
2020 Q1	$1.24M	Sell	48,062 -18,805	-28%	-$497K	0.22%	106
2019 Q4	$1.77M	Buy	66,867 +13,993	+26%	+$370K	0.22%	109
2019 Q3	$1.4M	Buy	52,874 +1,509	+3%	+$40K	0.24%	105
2019 Q2	$1.34M	Sell	51,365 -257,305	-83%	-$6.66M	0.26%	85
2019 Q1	$12.8M	Buy	308,670 +252,966	+454%	+$6.37M	2.5%	7
2018 Q4	$1.39M	Buy	+55,704	New	+$1.37M	0.35%	60