Creative Planning’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
77,466
-58,077
| -43% | -$1.3M | ﹤0.01% | 1429 |
|
|
2025
Q1 | $3.12M | Buy |
135,543
+125,664
| +1,272% | +$2.9M | ﹤0.01% | 916 |
|
|
2024
Q4 | $233K | Sell |
9,879
-8,040
| -45% | -$190K | ﹤0.01% | 2855 |
|
|
2024
Q3 | $433K | Sell |
17,919
-1,934
| -10% | -$46.7K | ﹤0.01% | 2232 |
|
|
2024
Q2 | $470K | Sell |
19,853
-4,018
| -17% | -$95.1K | ﹤0.01% | 1986 |
|
|
2024
Q1 | $569K | Sell |
23,871
-9,874
| -29% | -$235K | ﹤0.01% | 1759 |
|
|
2023
Q4 | $816K | Sell |
33,745
-8,926
| -21% | -$216K | ﹤0.01% | 1348 |
|
|
2023
Q3 | $946K | Buy |
42,671
+28,158
| +194% | +$624K | ﹤0.01% | 1183 |
|
|
2023
Q2 | $343K | Buy |
14,513
+976
| +7% | +$23K | ﹤0.01% | 1800 |
|
|
2023
Q1 | $321K | Sell |
13,537
-2,121
| -14% | -$50.2K | ﹤0.01% | 1758 |
|
|
2022
Q4 | $359K | Buy |
15,658
+1,121
| +8% | +$25.7K | ﹤0.01% | 1600 |
|
|
2022
Q3 | $321K | Sell |
14,537
-321
| -2% | -$7.09K | ﹤0.01% | 1604 |
|
|
2022
Q2 | $348K | Sell |
14,858
-2,193
| -13% | -$51.4K | ﹤0.01% | 1511 |
|
|
2022
Q1 | $425K | Sell |
17,051
-4,398
| -21% | -$110K | ﹤0.01% | 1415 |
|
|
2021
Q4 | $581K | Sell |
21,449
-822
| -4% | -$22.3K | ﹤0.01% | 1221 |
|
|
2021
Q3 | $598K | Sell |
22,271
-1,051
| -5% | -$28.2K | ﹤0.01% | 1202 |
|
|
2021
Q2 | $636K | Buy |
23,322
+607
| +3% | +$16.6K | ﹤0.01% | 1147 |
|
|
2021
Q1 | $608K | Sell |
22,715
-2,191
| -9% | -$58.6K | ﹤0.01% | 1278 |
|
|
2020
Q4 | $675K | Buy |
24,906
+4,496
| +22% | +$122K | ﹤0.01% | 1131 |
|
|
2020
Q3 | $544K | Buy |
+20,410
| New | +$544K | ﹤0.01% | 1081 |
|
|
2017
Q3 | – | Sell |
-1,507
| Closed | -$38K | – | 3189 |
|
|
2017
Q2 | $38K | Hold |
1,507
| – | – | ﹤0.01% | 2715 |
|
|
2017
Q1 | $38K | Hold |
1,507
| – | – | ﹤0.01% | 2651 |
|
|
2016
Q4 | $38K | Hold |
1,507
| – | – | ﹤0.01% | 2589 |
|
|
2016
Q3 | $39K | Sell |
1,507
-2,620
| -63% | -$67.8K | ﹤0.01% | 2538 |
|
|
2016
Q2 | $110K | Buy |
4,127
+653
| +19% | +$17.4K | ﹤0.01% | 1611 |
|
|
2016
Q1 | $89K | Sell |
3,474
-1,993
| -36% | -$51.1K | ﹤0.01% | 1700 |
|
|
2015
Q4 | $139K | Buy |
5,467
+3,960
| +263% | +$101K | ﹤0.01% | 1427 |
|
|
2015
Q3 | $38K | Buy |
+1,507
| New | +$38K | ﹤0.01% | 2237 |
|
|
2015
Q2 | – | Sell |
-1,507
| Closed | -$38K | – | 2427 |
|
|
2015
Q1 | $38K | Sell |
1,507
-280
| -16% | -$7.06K | ﹤0.01% | 2200 |
|
|
2014
Q4 | $45K | Buy |
1,787
+280
| +19% | +$7.05K | ﹤0.01% | 2061 |
|
|
2014
Q3 | $38K | Hold |
1,507
| – | – | ﹤0.01% | 2091 |
|
|
2014
Q2 | $37K | Hold |
1,507
| – | – | ﹤0.01% | 2063 |
|
|
2014
Q1 | $36K | Hold |
1,507
| – | – | ﹤0.01% | 1998 |
|
|
2013
Q4 | $35K | Hold |
1,507
| – | – | ﹤0.01% | 1835 |
|
|
2013
Q3 | $35K | Sell |
1,507
-464
| -24% | -$10.8K | ﹤0.01% | 1741 |
|
|
2013
Q2 | $47K | Buy |
+1,971
| New | +$47K | ﹤0.01% | 1419 |
|