EP Wealth Advisors’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 | $34.2M | Buy |
1,527,981
+75,670
| +5% | +$1.69M | 0.22% | 76 |
|
|
2025
Q1 | $33.5M | Buy |
1,452,311
+43,484
| +3% | +$1M | 0.27% | 72 |
|
|
2024
Q4 | $33.3M | Buy |
1,408,827
+95,407
| +7% | +$2.25M | 0.27% | 72 |
|
|
2024
Q3 | $31.7M | Buy |
1,313,420
+7,250
| +0.6% | +$175K | 0.27% | 74 |
|
|
2024
Q2 | $30.9M | Buy |
1,306,170
+40,922
| +3% | +$969K | 0.33% | 69 |
|
|
2024
Q1 | $30.2M | Buy |
1,265,248
+30,679
| +2% | +$731K | 0.35% | 68 |
|
|
2023
Q4 | $29.9M | Buy |
1,234,569
+659,857
| +115% | +$16M | 0.38% | 66 |
|
|
2023
Q3 | $12.7M | Buy |
574,712
+125,912
| +28% | +$2.79M | 0.2% | 88 |
|
|
2023
Q2 | $10.3M | Buy |
448,800
+438,783
| +4,380% | +$10M | 0.15% | 100 |
|
|
2023
Q1 | $761K | Sell |
10,017
-388,416
| -97% | -$29.5M | 0.01% | 340 |
|
|
2022
Q4 | $9.14M | Buy |
398,433
+320,460
| +411% | +$7.35M | 0.16% | 92 |
|
|
2022
Q3 | $1.72M | Sell |
77,973
-102,739
| -57% | -$2.27M | 0.04% | 201 |
|
|
2022
Q2 | $4.24M | Buy |
180,712
+142,711
| +376% | +$3.35M | 0.1% | 122 |
|
|
2022
Q1 | $947K | Buy |
38,001
+8,275
| +28% | +$206K | 0.02% | 282 |
|
|
2021
Q4 | $806K | Buy |
29,726
+8,205
| +38% | +$222K | 0.02% | 279 |
|
|
2021
Q3 | $578K | Buy |
21,521
+10,491
| +95% | +$282K | 0.02% | 307 |
|
|
2021
Q2 | $301K | Buy |
+11,030
| New | +$301K | 0.01% | 444 |
|