CWM
Collaborative Wealth Management’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 | $1.79M | Buy |
79,982
+7,188
| +10% | +$161K | 0.78% | 31 |
|
|
2025
Q1 | $1.68M | Buy |
72,794
+13,742
| +23% | +$317K | 0.78% | 30 |
|
|
2024
Q4 | $1.39M | Sell |
59,052
-6,333
| -10% | -$150K | 0.63% | 36 |
|
|
2024
Q3 | $1.58M | Buy |
65,385
+2,418
| +4% | +$58.4K | 0.71% | 33 |
|
|
2024
Q2 | $1.49M | Buy |
62,967
+2,721
| +5% | +$64.4K | 0.73% | 31 |
|
|
2024
Q1 | $1.44M | Buy |
60,246
+7,183
| +14% | +$171K | 0.72% | 32 |
|
|
2023
Q4 | $1.28M | Buy |
53,063
+5,340
| +11% | +$129K | 0.69% | 34 |
|
|
2023
Q3 | $1.06M | Buy |
47,723
+21,043
| +79% | +$466K | 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% | -$26.3K | 0.35% | 81 |
|
|
2022
Q3 | $534K | Buy |
24,164
+666
| +3% | +$14.7K | 0.38% | 77 |
|
|
2022
Q2 | $551K | Buy |
+23,498
| New | +$551K | 0.36% | 86 |
|
|
2021
Q4 | $542K | Buy |
+19,995
| New | +$542K | 0.3% | 110 |
|
|
2021
Q1 | $561K | Buy |
+22,484
| New | +$561K | 0.32% | 99 |
|