Calton & Associates’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	$437K	Sell	19,037 -11,799	-38%	-$275K	0.06%	256
2025 Q4	$715K	Sell	30,836 -15,959	-34%	-$371K	0.11%	193
2025 Q3	$1.08M	Sell	46,795 -500	-1%	-$11.2K	0.16%	114
2025 Q2	$1.06M	Buy	+47,295	New	+$1.06M	0.18%	100
2022 Q2	–	Sell	-69,511	Closed	-$1.73M	–	328
2022 Q1	$1.73M	Sell	69,511 -3,477	-5%	-$90.4K	0.51%	46
2021 Q4	$1.98M	Buy	72,988 +3,735	+5%	+$101K	0.53%	44
2021 Q3	$1.86M	Buy	69,253 +3,213	+5%	+$87.6K	0.41%	65
2021 Q2	$1.8M	Sell	66,040 -1,317	-2%	-$35.7K	0.34%	64
2021 Q1	$1.8M	Sell	67,357 -9,269	-12%	-$250K	0.35%	58
2020 Q4	$2.08M	Buy	76,626 +8,479	+12%	+$227K	0.37%	55
2020 Q3	$1.81M	Sell	68,147 -164	-0.2%	-$4.4K	0.37%	59
2020 Q2	$1.81M	Buy	68,311 +4,445	+7%	+$116K	0.4%	56
2020 Q1	$1.65M	Buy	63,866 +1,395	+2%	+$36.8K	0.41%	53
2019 Q4	$1.65M	Buy	62,471 +3,917	+7%	+$104K	0.33%	61
2019 Q3	$1.55M	Buy	+58,554	New	+$1.55M	0.35%	57
2018 Q1	–	Sell	-5,286	Closed	-$135K	–	1056
2017 Q4	$135K	Buy	+5,286	New	+$136K	0.03%	419