First Heartland Consultants’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 | $2.23M | Sell |
99,577
-8,079
| -8% | -$181K | 0.2% | 103 |
|
|
2025
Q1 | $2.48M | Sell |
107,656
-7,320
| -6% | -$169K | 0.26% | 88 |
|
|
2024
Q4 | $2.71M | Sell |
114,976
-8,458
| -7% | -$200K | 0.28% | 80 |
|
|
2024
Q3 | $2.98M | Sell |
123,434
-3,672
| -3% | -$88.7K | 0.32% | 65 |
|
|
2024
Q2 | $3.01K | Buy |
127,106
+1,938
| +2% | +$46 | 0.21% | 80 |
|
|
2024
Q1 | $2.98M | Buy |
125,168
+4,831
| +4% | +$115K | 0.31% | 85 |
|
|
2023
Q4 | $2.91M | Buy |
120,337
+14,648
| +14% | +$354K | 0.35% | 71 |
|
|
2023
Q3 | $2.34M | Buy |
105,689
+1,930
| +2% | +$42.8K | 0.3% | 83 |
|
|
2023
Q2 | $2.45M | Buy |
103,759
+3,876
| +4% | +$91.5K | 0.32% | 80 |
|
|
2023
Q1 | $2.37M | Sell |
99,883
-3,271
| -3% | -$77.5K | 0.36% | 70 |
|
|
2022
Q4 | $2.37M | Buy |
103,154
+1,910
| +2% | +$43.8K | 0.38% | 67 |
|
|
2022
Q3 | $2.24K | Buy |
101,244
+83,718
| +478% | +$1.85K | 0.19% | 72 |
|
|
2022
Q2 | $410K | Sell |
17,526
-845
| -5% | -$19.8K | 0.06% | 206 |
|
|
2022
Q1 | $457K | Sell |
18,371
-1,264
| -6% | -$31.4K | 0.07% | 193 |
|
|
2021
Q4 | $532 | Sell |
19,635
-503
| -2% | -$14 | 0.02% | 186 |
|
|
2021
Q3 | $541K | Sell |
20,138
-1,362
| -6% | -$36.6K | 0.08% | 191 |
|
|
2021
Q2 | $586K | Buy |
21,500
+401
| +2% | +$10.9K | 0.09% | 182 |
|
|
2021
Q1 | $565K | Hold |
21,099
| – | – | 0.09% | 185 |
|
|
2020
Q4 | $572K | Hold |
21,099
| – | – | 0.1% | 155 |
|
|
2020
Q3 | $562K | Sell |
21,099
-611
| -3% | -$16.3K | 0.11% | 142 |
|
|
2020
Q2 | $577K | Sell |
21,710
-2,915
| -12% | -$77.5K | 0.11% | 142 |
|
|
2020
Q1 | $635K | Buy |
24,625
+3,647
| +17% | +$94K | 0.16% | 114 |
|
|
2019
Q4 | $555K | Buy |
20,978
+5,200
| +33% | +$138K | 0.11% | 169 |
|
|
2019
Q3 | $419K | Buy |
+15,778
| New | +$419K | 0.09% | 179 |
|
|
2013
Q3 | – | Sell |
-479
| Closed | -$11K | – | 333 |
|
|
2013
Q2 | $11K | Buy |
+479
| New | +$11K | 0.01% | 347 |
|