CAP Partners LLC’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 | $285K | Buy |
12,715
+92
| +0.7% | +$2.06K | 0.18% | 106 |
|
|
2025
Q1 | $291K | Buy |
12,623
+84
| +0.7% | +$1.94K | 0.21% | 102 |
|
|
2024
Q4 | $296K | Buy |
12,539
+80
| +0.6% | +$1.89K | 0.21% | 99 |
|
|
2024
Q3 | $301K | Buy |
12,459
+92
| +0.7% | +$2.22K | 0.22% | 100 |
|
|
2024
Q2 | $293K | Buy |
12,367
+2,081
| +20% | +$49.3K | 0.24% | 99 |
|
|
2024
Q1 | $245K | Buy |
10,286
+120
| +1% | +$2.86K | 0.22% | 98 |
|
|
2023
Q4 | $246K | Buy |
+10,166
| New | +$246K | 0.24% | 87 |
|