EP Wealth Advisors’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 | $34.2M | Buy |
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|
2025
Q1 | $33.5M | Buy |
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|
2024
Q4 | $33.3M | Buy |
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|
2024
Q3 | $31.7M | Buy |
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|
2024
Q2 | $30.9M | Buy |
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|
2024
Q1 | $30.2M | Buy |
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|
2023
Q4 | $29.9M | Buy |
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|
2023
Q3 | $12.7M | Buy |
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|
2023
Q2 | $10.3M | Buy |
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|
2023
Q1 | $761K | Sell |
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|
2022
Q4 | $9.14M | Buy |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $4.24M | Buy |
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|
2022
Q1 | $947K | Buy |
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|
2021
Q4 | $806K | Buy |
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|
2021
Q3 | $578K | Buy |
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|
2021
Q2 | $301K | Buy |
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