Concurrent Investment Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
59,839
+11,128
| +23% | +$249K | 0.03% | 521 |
|
|
2025
Q1 | $1.12M | Buy |
48,711
+4,171
| +9% | +$96.1K | 0.03% | 513 |
|
|
2024
Q4 | $1.05M | Buy |
44,540
+3,769
| +9% | +$89K | 0.03% | 471 |
|
|
2024
Q3 | $985K | Buy |
40,771
+2,271
| +6% | +$54.8K | 0.03% | 463 |
|
|
2024
Q2 | $912K | Sell |
38,500
-17,548
| -31% | -$416K | 0.03% | 446 |
|
|
2024
Q1 | $1.34M | Buy |
56,048
+36,908
| +193% | +$880K | 0.05% | 320 |
|
|
2023
Q4 | $463K | Buy |
+19,140
| New | +$463K | 0.02% | 507 |
|