Cambridge Investment Research Advisors’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 | $689K | Buy |
30,771
+15,652
| +104% | +$350K | ﹤0.01% | 2245 |
|
|
2025
Q1 | $348K | Buy |
15,119
+4,020
| +36% | +$92.5K | ﹤0.01% | 2740 |
|
|
2024
Q4 | $262K | Buy |
11,099
+200
| +2% | +$4.72K | ﹤0.01% | 2956 |
|
|
2024
Q3 | $263K | Buy |
+10,899
| New | +$263K | ﹤0.01% | 2928 |
|
|
2024
Q2 | – | Sell |
-13,044
| Closed | -$311K | – | 3406 |
|
|
2024
Q1 | $311K | Sell |
13,044
-3,872
| -23% | -$92.3K | ﹤0.01% | 2672 |
|
|
2023
Q4 | $409K | Buy |
16,916
+1,114
| +7% | +$26.9K | ﹤0.01% | 2354 |
|
|
2023
Q3 | $350K | Sell |
15,802
-1,190
| -7% | -$26.4K | ﹤0.01% | 2390 |
|
|
2023
Q2 | $401K | Sell |
16,992
-259,961
| -94% | -$6.13M | ﹤0.01% | 2301 |
|
|
2023
Q1 | $6.56M | Buy |
276,953
+238,424
| +619% | +$5.65M | 0.03% | 509 |
|
|
2022
Q4 | $884K | Sell |
38,529
-14,273
| -27% | -$327K | ﹤0.01% | 1598 |
|
|
2022
Q3 | $1.17M | Buy |
52,802
+5,315
| +11% | +$117K | 0.01% | 1369 |
|
|
2022
Q2 | $1.11M | Sell |
47,487
-118,026
| -71% | -$2.77M | 0.01% | 1409 |
|
|
2022
Q1 | $4.13M | Sell |
165,513
-64,024
| -28% | -$1.6M | 0.02% | 727 |
|
|
2021
Q4 | $6.22M | Buy |
229,537
+15,862
| +7% | +$430K | 0.03% | 555 |
|
|
2021
Q3 | $5.74M | Buy |
213,675
+26,153
| +14% | +$702K | 0.03% | 552 |
|
|
2021
Q2 | $5.11M | Buy |
187,522
+8,853
| +5% | +$241K | 0.02% | 606 |
|
|
2021
Q1 | $4.78M | Buy |
178,669
+62,768
| +54% | +$1.68M | 0.03% | 582 |
|
|
2020
Q4 | $3.14M | Buy |
115,901
+15,938
| +16% | +$432K | 0.02% | 694 |
|
|
2020
Q3 | $2.66M | Sell |
99,963
-2,925
| -3% | -$77.9K | 0.02% | 673 |
|
|
2020
Q2 | $2.73M | Buy |
102,888
+20,325
| +25% | +$540K | 0.02% | 647 |
|
|
2020
Q1 | $2.13M | Buy |
82,563
+46,584
| +129% | +$1.2M | 0.02% | 637 |
|
|
2019
Q4 | $952K | Sell |
35,979
-4,853
| -12% | -$128K | 0.01% | 1176 |
|
|
2019
Q3 | $1.08M | Sell |
40,832
-2,343
| -5% | -$62.2K | 0.01% | 1020 |
|
|
2019
Q2 | $1.13M | Buy |
43,175
+7,291
| +20% | +$190K | 0.01% | 968 |
|
|
2019
Q1 | $921K | Sell |
35,884
-58,527
| -62% | -$1.5M | 0.01% | 1074 |
|
|
2018
Q4 | $2.36M | Buy |
94,411
+68,346
| +262% | +$1.71M | 0.03% | 579 |
|
|
2018
Q3 | $646K | Sell |
26,065
-64,536
| -71% | -$1.6M | 0.01% | 1297 |
|
|
2018
Q2 | $2.28M | Buy |
90,601
+72,263
| +394% | +$1.82M | 0.02% | 606 |
|
|
2018
Q1 | $461K | Buy |
18,338
+6,749
| +58% | +$170K | 0.01% | 1399 |
|
|
2017
Q4 | $299K | Sell |
11,589
-5,305
| -31% | -$137K | ﹤0.01% | 1659 |
|
|
2017
Q3 | $431K | Sell |
16,894
-4,578
| -21% | -$117K | 0.01% | 1328 |
|
|
2017
Q2 | $546K | Sell |
21,472
-41,963
| -66% | -$1.07M | 0.01% | 1151 |
|
|
2017
Q1 | $1.59M | Buy |
63,435
+40,699
| +179% | +$1.02M | 0.03% | 527 |
|
|
2016
Q4 | $566K | Buy |
22,736
+640
| +3% | +$15.9K | 0.01% | 952 |
|
|
2016
Q3 | $575K | Sell |
22,096
-14,420
| -39% | -$375K | 0.01% | 960 |
|
|
2016
Q2 | $969K | Buy |
36,516
+17,059
| +88% | +$453K | 0.02% | 614 |
|
|
2016
Q1 | $501K | Sell |
19,457
-3,999
| -17% | -$103K | 0.01% | 897 |
|
|
2015
Q4 | $597K | Buy |
23,456
+1,097
| +5% | +$27.9K | 0.01% | 778 |
|
|
2015
Q3 | $559K | Sell |
22,359
-492
| -2% | -$12.3K | 0.02% | 703 |
|
|
2015
Q2 | $565K | Sell |
22,851
-1,152
| -5% | -$28.5K | 0.02% | 751 |
|
|
2015
Q1 | $613K | Sell |
24,003
-1,849
| -7% | -$47.2K | 0.02% | 699 |
|
|
2014
Q4 | $657K | Buy |
25,852
+935
| +4% | +$23.8K | 0.02% | 645 |
|
|
2014
Q3 | $626K | Buy |
24,917
+3,741
| +18% | +$94K | 0.02% | 700 |
|
|
2014
Q2 | $523K | Sell |
21,176
-39,934
| -65% | -$986K | 0.02% | 735 |
|
|
2014
Q1 | $1.47M | Buy |
61,110
+41,289
| +208% | +$996K | 0.06% | 325 |
|
|
2013
Q4 | $455K | Sell |
19,821
-4,632
| -19% | -$106K | 0.02% | 690 |
|
|
2013
Q3 | $564K | Sell |
24,453
-2,951
| -11% | -$68.1K | 0.02% | 576 |
|
|
2013
Q2 | $655K | Buy |
+27,404
| New | +$655K | 0.03% | 439 |
|