CIM
Confluence Investment 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 | $7.1M | Sell |
317,163
-9,043
| -3% | -$202K | 0.1% | 118 |
|
|
2025
Q1 | $7.52M | Sell |
326,206
-6,552
| -2% | -$151K | 0.11% | 118 |
|
|
2024
Q4 | $7.86M | Sell |
332,758
-3,880
| -1% | -$91.6K | 0.11% | 114 |
|
|
2024
Q3 | $8.13M | Sell |
336,638
-21,807
| -6% | -$527K | 0.11% | 117 |
|
|
2024
Q2 | $8.49M | Sell |
358,445
-2,810
| -0.8% | -$66.5K | 0.12% | 112 |
|
|
2024
Q1 | $8.61M | Sell |
361,255
-2,937
| -0.8% | -$70K | 0.12% | 111 |
|
|
2023
Q4 | $8.81M | Sell |
364,192
-3,009
| -0.8% | -$72.8K | 0.12% | 114 |
|
|
2023
Q3 | $8.14M | Sell |
367,201
-2,590
| -0.7% | -$57.4K | 0.13% | 113 |
|
|
2023
Q2 | $8.73M | Sell |
369,791
-9,599
| -3% | -$227K | 0.13% | 113 |
|
|
2023
Q1 | $8.98M | Buy |
379,390
+3,496
| +0.9% | +$82.8K | 0.13% | 111 |
|
|
2022
Q4 | $8.62M | Buy |
+375,894
| New | +$8.62M | 0.13% | 111 |
|