CAPTRUST Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
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|
2025
Q1 | $508K | Buy |
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|
2024
Q4 | $520K | Sell |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $535K | Sell |
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|
2022
Q1 | $737K | Buy |
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|
2021
Q4 | $488K | Buy |
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|
2021
Q3 | $444K | Buy |
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|
2021
Q2 | $431K | Buy |
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|
2021
Q1 | $423K | Buy |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $175K | Sell |
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|
2020
Q2 | $304K | Buy |
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|
2020
Q1 | $162K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $50K | Buy |
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|
2019
Q2 | $49K | Sell |
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|
2019
Q1 | $68K | Sell |
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|
2018
Q4 | $70K | Buy |
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|
2018
Q3 | $69K | Sell |
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|
2018
Q2 | $71K | Buy |
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|
2018
Q1 | $70K | Buy |
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|
2017
Q4 | $72K | Sell |
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|
2017
Q3 | $70K | Buy |
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|
2017
Q2 | $70K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $57K | Buy |
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|
2016
Q3 | $37K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $61K | Buy |
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|
2015
Q4 | $59K | Sell |
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|
2015
Q3 | $91K | Buy |
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|
2015
Q2 | $90K | Buy |
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|
2015
Q1 | $92.2K | Sell |
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|
2014
Q4 | $143K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $137K | Sell |
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|
2014
Q1 | $168K | Buy |
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|
2013
Q4 | $125K | Buy |
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|
2013
Q3 | $119K | Sell |
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|
2013
Q2 | $183K | Buy |
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