Capital Analysts LLC’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 | $306K | Buy |
13,308
+4,756
| +56% | +$111K | 0.01% | 560 |
|
|
2025
Q4 | $198K | Buy |
+8,552
| New | +$199K | 0.01% | 618 |
|
|
2025
Q3 | – | Sell |
-68
| Closed | -$2K | – | 1480 |
|
|
2025
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 1323 |
|
|
2025
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 1312 |
|
|
2024
Q4 | $2K | Sell |
68
-177
| -72% | -$4.23K | ﹤0.01% | 1231 |
|
|
2024
Q3 | $6K | Buy |
+245
| New | +$5.87K | ﹤0.01% | 1104 |
|
|
2023
Q1 | – | Sell |
-3,813
| Closed | -$87K | – | 1057 |
|
|
2022
Q4 | $87K | Sell |
3,813
-1,479
| -28% | -$33.5K | 0.01% | 525 |
|
|
2022
Q3 | $117K | Buy |
5,292
+18
| +0.3% | +$423 | 0.01% | 419 |
|
|
2022
Q2 | $124K | Buy |
5,274
+17
| +0.3% | +$404 | 0.01% | 400 |
|
|
2022
Q1 | $131K | Buy |
5,257
+16
| +0.3% | +$416 | 0.01% | 388 |
|
|
2021
Q4 | $142K | Sell |
5,241
-95
| -2% | -$2.56K | 0.01% | 388 |
|
|
2021
Q3 | $143K | Buy |
5,336
+126
| +2% | +$3.44K | 0.01% | 389 |
|
|
2021
Q2 | $142K | Buy |
5,210
+720
| +16% | +$19.5K | 0.01% | 386 |
|
|
2021
Q1 | $120K | Buy |
4,490
+2,194
| +96% | +$59.2K | 0.01% | 423 |
|
|
2020
Q4 | $62K | Buy |
2,296
+13
| +0.6% | +$348 | 0.01% | 390 |
|
|
2020
Q3 | $61K | Buy |
2,283
+13
| +0.6% | +$349 | 0.01% | 376 |
|
|
2020
Q2 | $60K | Buy |
2,270
+16
| +0.7% | +$417 | 0.01% | 351 |
|
|
2020
Q1 | $58K | Buy |
2,254
+14
| +0.6% | +$370 | 0.01% | 318 |
|
|
2019
Q4 | $59K | Buy |
2,240
+15
| +0.7% | +$397 | 0.01% | 376 |
|
|
2019
Q3 | $59K | Buy |
2,225
+852
| +62% | +$22.6K | 0.01% | 361 |
|
|
2019
Q2 | $36K | Buy |
+1,373
| New | +$35.6K | ﹤0.01% | 407 |
|
Other funds holding PZA
RBA
CCWA
