Dynamic Advisor Solutions’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 Q2	$375K	Sell	15,952 -3,634	-19%	-$84.6K	0.01%	774
2026 Q1	$450K	Sell	19,586 -781	-4%	-$18.2K	0.01%	674
2025 Q4	$472K	Sell	20,367 -803	-4%	-$18.7K	0.02%	642
2025 Q3	$489K	Sell	21,170 -131	-0.6%	-$2.94K	0.01%	636
2025 Q2	$477K	Sell	21,301 -204	-0.9%	-$4.59K	0.01%	617
2025 Q1	$495K	Buy	21,505 +37	+0.2%	+$868	0.02%	586
2024 Q4	$507K	Sell	21,468 -3,367	-14%	-$80.5K	0.02%	430
2024 Q3	$600K	Sell	24,835 -508	-2%	-$12.2K	0.02%	573
2024 Q2	$600K	Sell	25,343 -1,023	-4%	-$24.2K	0.02%	584
2024 Q1	$628K	Buy	26,366 +8	+0%	+$192	0.02%	551
2023 Q4	$636K	Sell	26,358 -7,592	-22%	-$173K	0.02%	524
2023 Q3	$752K	Buy	33,950 +1,452	+4%	+$33.6K	0.04%	419
2023 Q2	$767K	Sell	32,498 -243	-0.7%	-$5.73K	0.04%	400
2023 Q1	$775K	Sell	32,741 -11,805	-27%	-$278K	0.05%	376
2022 Q4	$1.02M	Sell	44,546 -6,902	-13%	-$156K	0.07%	279
2022 Q3	$1.14M	Sell	51,448 -796	-2%	-$18.7K	0.09%	235
2022 Q2	$1.23M	Sell	52,244 -5,487	-10%	-$130K	0.09%	224
2022 Q1	$1.44M	Buy	57,731 +1,439	+3%	+$37.4K	0.1%	210
2021 Q4	$1.53M	Buy	56,292 +2,919	+5%	+$78.7K	0.11%	202
2021 Q3	$1.43M	Sell	53,373 -594	-1%	-$16.2K	0.11%	216
2021 Q2	$1.47M	Buy	53,967 +4,642	+9%	+$126K	0.12%	206
2021 Q1	$1.32M	Sell	49,325 -1,513	-3%	-$40.8K	0.12%	202
2020 Q4	$1.38M	Buy	50,838 +13,357	+36%	+$358K	0.13%	182
2020 Q3	$998K	Buy	37,481 +28,235	+305%	+$757K	0.11%	205
2020 Q2	$246K	Buy	9,246 +65	+0.7%	+$1.69K	0.03%	424
2020 Q1	$237K	Buy	+9,181	New	+$242K	0.04%	372
2018 Q4	–	Sell	-9,054	Closed	-$224K	–	444
2018 Q3	$224K	Sell	9,054 -3,283	-27%	-$82.3K	0.05%	350
2018 Q2	$310K	Buy	+12,337	New	+$310K	0.07%	289