Collaborative Wealth Management’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	$1.78M	Sell	77,253 -12,494	-14%	-$291K	0.82%	24
2025 Q4	$2.08M	Sell	89,747 -2,118	-2%	-$49.3K	0.73%	32
2025 Q3	$2.12M	Buy	91,865 +11,883	+15%	+$266K	0.86%	26
2025 Q2	$1.79M	Buy	79,982 +7,188	+10%	+$162K	0.78%	31
2025 Q1	$1.68M	Buy	72,794 +13,742	+23%	+$322K	0.78%	30
2024 Q4	$1.39M	Sell	59,052 -6,333	-10%	-$151K	0.63%	36
2024 Q3	$1.58M	Buy	65,385 +2,418	+4%	+$57.9K	0.71%	33
2024 Q2	$1.49M	Buy	62,967 +2,721	+5%	+$64.3K	0.73%	31
2024 Q1	$1.44M	Buy	60,246 +7,183	+14%	+$172K	0.72%	32
2023 Q4	$1.28M	Buy	53,063 +5,340	+11%	+$122K	0.69%	34
2023 Q3	$1.06M	Buy	47,723 +21,043	+79%	+$487K	0.63%	39
2023 Q2	$630K	Buy	26,680 +3,661	+16%	+$86.4K	0.37%	70
2023 Q1	$545K	Hold	23,019	–	–	0.34%	70
2022 Q4	$528K	Sell	23,019 -1,145	-5%	-$25.9K	0.35%	81
2022 Q3	$534K	Buy	24,164 +666	+3%	+$15.6K	0.38%	77
2022 Q2	$551K	Buy	+23,498	New	+$558K	0.36%	86
2021 Q4	$542K	Buy	+19,995	New	+$539K	0.3%	110
2021 Q1	$561K	Buy	+22,484	New	+$606K	0.32%	99