CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.2M | Buy |
3,896,663
+196,614
| +5% | +$4.4M | 1.46% | 17 |
|
|
2025
Q1 | $85.2M | Buy |
3,700,049
+998,227
| +37% | +$23M | 1.59% | 16 |
|
|
2024
Q4 | $63.8M | Buy |
2,701,822
+176,308
| +7% | +$4.16M | 1.24% | 21 |
|
|
2024
Q3 | $61M | Buy |
2,525,514
+155,198
| +7% | +$3.75M | 1.41% | 21 |
|
|
2024
Q2 | $56.1M | Buy |
2,370,316
+169,804
| +8% | +$4.02M | 1.2% | 24 |
|
|
2024
Q1 | $52.4M | Buy |
+2,200,512
| New | +$52.4M | 1.19% | 24 |
|