Creative Planning’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 | $979K | Sell |
42,608
-2,457
| -5% | -$57.2K | ﹤0.01% | 2482 |
|
|
2025
Q4 | $1.05M | Sell |
45,065
-272
| -0.6% | -$6.33K | ﹤0.01% | 2243 |
|
|
2025
Q3 | $1.05M | Sell |
45,337
-32,129
| -41% | -$720K | ﹤0.01% | 2072 |
|
|
2025
Q2 | $1.73M | Sell |
77,466
-58,077
| -43% | -$1.31M | ﹤0.01% | 1433 |
|
|
2025
Q1 | $3.12M | Buy |
135,543
+125,664
| +1,272% | +$2.95M | ﹤0.01% | 917 |
|
|
2024
Q4 | $233K | Sell |
9,879
-8,040
| -45% | -$192K | ﹤0.01% | 2864 |
|
|
2024
Q3 | $433K | Sell |
17,919
-1,934
| -10% | -$46.3K | ﹤0.01% | 2232 |
|
|
2024
Q2 | $470K | Sell |
19,853
-4,018
| -17% | -$94.9K | ﹤0.01% | 1993 |
|
|
2024
Q1 | $569K | Sell |
23,871
-9,874
| -29% | -$236K | ﹤0.01% | 1765 |
|
|
2023
Q4 | $816K | Sell |
33,745
-8,926
| -21% | -$204K | ﹤0.01% | 1352 |
|
|
2023
Q3 | $946K | Buy |
42,671
+28,158
| +194% | +$652K | ﹤0.01% | 1186 |
|
|
2023
Q2 | $343K | Buy |
14,513
+976
| +7% | +$23K | ﹤0.01% | 1808 |
|
|
2023
Q1 | $321K | Sell |
13,537
-2,121
| -14% | -$49.9K | ﹤0.01% | 1764 |
|
|
2022
Q4 | $359K | Buy |
15,658
+1,121
| +8% | +$25.4K | ﹤0.01% | 1607 |
|
|
2022
Q3 | $321K | Sell |
14,537
-321
| -2% | -$7.54K | ﹤0.01% | 1614 |
|
|
2022
Q2 | $348K | Sell |
14,858
-2,193
| -13% | -$52.1K | ﹤0.01% | 1517 |
|
|
2022
Q1 | $425K | Sell |
17,051
-4,398
| -21% | -$114K | ﹤0.01% | 1417 |
|
|
2021
Q4 | $581K | Sell |
21,449
-822
| -4% | -$22.2K | ﹤0.01% | 1221 |
|
|
2021
Q3 | $598K | Sell |
22,271
-1,051
| -5% | -$28.7K | ﹤0.01% | 1202 |
|
|
2021
Q2 | $636K | Buy |
23,322
+607
| +3% | +$16.5K | ﹤0.01% | 1148 |
|
|
2021
Q1 | $608K | Sell |
22,715
-2,191
| -9% | -$59.1K | ﹤0.01% | 1298 |
|
|
2020
Q4 | $675K | Buy |
24,906
+4,496
| +22% | +$120K | ﹤0.01% | 1146 |
|
|
2020
Q3 | $544K | Buy |
+20,410
| New | +$548K | ﹤0.01% | 1096 |
|
|
2017
Q3 | – | Sell |
-1,507
| Closed | -$38K | – | 3277 |
|
|
2017
Q2 | $38K | Hold |
1,507
| – | – | ﹤0.01% | 2736 |
|
|
2017
Q1 | $38K | Hold |
1,507
| – | – | ﹤0.01% | 2674 |
|
|
2016
Q4 | $38K | Hold |
1,507
| – | – | ﹤0.01% | 2610 |
|
|
2016
Q3 | $39K | Sell |
1,507
-2,620
| -63% | -$68.8K | ﹤0.01% | 2559 |
|
|
2016
Q2 | $110K | Buy |
4,127
+653
| +19% | +$17K | ﹤0.01% | 1618 |
|
|
2016
Q1 | $89K | Sell |
3,474
-1,993
| -36% | -$51.1K | ﹤0.01% | 1708 |
|
|
2015
Q4 | $139K | Buy |
5,467
+3,960
| +263% | +$99.9K | ﹤0.01% | 1437 |
|
|
2015
Q3 | $38K | Buy |
+1,507
| New | +$37.7K | ﹤0.01% | 2249 |
|
|
2015
Q2 | – | Sell |
-1,507
| Closed | -$38K | – | 2541 |
|
|
2015
Q1 | $38K | Sell |
1,507
-280
| -16% | -$7.16K | ﹤0.01% | 2217 |
|
|
2014
Q4 | $45K | Buy |
1,787
+280
| +19% | +$7.08K | ﹤0.01% | 2079 |
|
|
2014
Q3 | $38K | Hold |
1,507
| – | – | ﹤0.01% | 2109 |
|
|
2014
Q2 | $37K | Hold |
1,507
| – | – | ﹤0.01% | 2088 |
|
|
2014
Q1 | $36K | Hold |
1,507
| – | – | ﹤0.01% | 2012 |
|
|
2013
Q4 | $35K | Hold |
1,507
| – | – | ﹤0.01% | 1835 |
|
|
2013
Q3 | $35K | Sell |
1,507
-464
| -24% | -$10.7K | ﹤0.01% | 1741 |
|
|
2013
Q2 | $47K | Buy |
+1,971
| New | +$49.6K | ﹤0.01% | 1419 |
|
Other funds holding PZA
RBA
CCWA
