Dynamic Advisor Solutions’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 | $477K | Sell |
21,301
-204
| -0.9% | -$4.57K | 0.01% | 617 |
|
|
2025
Q1 | $495K | Buy |
21,505
+37
| +0.2% | +$852 | 0.02% | 586 |
|
|
2024
Q4 | $507K | Sell |
21,468
-3,367
| -14% | -$79.5K | 0.02% | 430 |
|
|
2024
Q3 | $600K | Sell |
24,835
-508
| -2% | -$12.3K | 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% | +$191 | 0.02% | 551 |
|
|
2023
Q4 | $636K | Sell |
26,358
-7,592
| -22% | -$183K | 0.02% | 524 |
|
|
2023
Q3 | $752K | Buy |
33,950
+1,452
| +4% | +$32.2K | 0.04% | 419 |
|
|
2023
Q2 | $767K | Sell |
32,498
-243
| -0.7% | -$5.74K | 0.04% | 400 |
|
|
2023
Q1 | $775K | Sell |
32,741
-11,805
| -27% | -$280K | 0.05% | 376 |
|
|
2022
Q4 | $1.02M | Sell |
44,546
-6,902
| -13% | -$158K | 0.07% | 279 |
|
|
2022
Q3 | $1.14M | Sell |
51,448
-796
| -2% | -$17.6K | 0.09% | 235 |
|
|
2022
Q2 | $1.23M | Sell |
52,244
-5,487
| -10% | -$129K | 0.09% | 224 |
|
|
2022
Q1 | $1.44M | Buy |
57,731
+1,439
| +3% | +$35.9K | 0.1% | 210 |
|
|
2021
Q4 | $1.53M | Buy |
56,292
+2,919
| +5% | +$79.1K | 0.11% | 202 |
|
|
2021
Q3 | $1.43M | Sell |
53,373
-594
| -1% | -$16K | 0.11% | 216 |
|
|
2021
Q2 | $1.47M | Buy |
53,967
+4,642
| +9% | +$127K | 0.12% | 206 |
|
|
2021
Q1 | $1.32M | Sell |
49,325
-1,513
| -3% | -$40.5K | 0.12% | 202 |
|
|
2020
Q4 | $1.38M | Buy |
50,838
+13,357
| +36% | +$362K | 0.13% | 182 |
|
|
2020
Q3 | $998K | Buy |
37,481
+28,235
| +305% | +$752K | 0.11% | 205 |
|
|
2020
Q2 | $246K | Buy |
9,246
+65
| +0.7% | +$1.73K | 0.03% | 424 |
|
|
2020
Q1 | $237K | Buy |
+9,181
| New | +$237K | 0.04% | 369 |
|
|
2018
Q4 | – | Sell |
-9,054
| Closed | -$224K | – | 437 |
|
|
2018
Q3 | $224K | Sell |
9,054
-3,283
| -27% | -$81.2K | 0.05% | 350 |
|
|
2018
Q2 | $310K | Buy |
+12,337
| New | +$310K | 0.07% | 289 |
|