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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
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|
2025
Q1 | $3.12M | Buy |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $816K | Sell |
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|
2023
Q3 | $946K | Buy |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $348K | Sell |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $581K | Sell |
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|
2021
Q3 | $598K | Sell |
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|
2021
Q2 | $636K | Buy |
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|
2021
Q1 | $608K | Sell |
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|
2020
Q4 | $675K | Buy |
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|
2020
Q3 | $544K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $38K | Hold |
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|
2017
Q1 | $38K | Hold |
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|
2016
Q4 | $38K | Hold |
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|
2016
Q3 | $39K | Sell |
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|
2016
Q2 | $110K | Buy |
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|
2016
Q1 | $89K | Sell |
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|
2015
Q4 | $139K | Buy |
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|
2015
Q3 | $38K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $38K | Sell |
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|
2014
Q4 | $45K | Buy |
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|
2014
Q3 | $38K | Hold |
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|
2014
Q2 | $37K | Hold |
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|
2014
Q1 | $36K | Hold |
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|
2013
Q4 | $35K | Hold |
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|
2013
Q3 | $35K | Sell |
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|
2013
Q2 | $47K | Buy |
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