FOCUS 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 | $946K | Buy |
42,254
+2,105
| +5% | +$47.1K | 0.49% | 36 |
|
|
2025
Q1 | $925K | Buy |
40,149
+4,007
| +11% | +$92.3K | 0.51% | 39 |
|
|
2024
Q4 | $853K | Sell |
36,142
-1,878
| -5% | -$44.3K | 0.45% | 38 |
|
|
2024
Q3 | $918K | Buy |
38,020
+1
| +0% | +$24 | 0.46% | 37 |
|
|
2024
Q2 | $900K | Buy |
38,019
+160
| +0.4% | +$3.79K | 0.46% | 37 |
|
|
2024
Q1 | $902K | Buy |
37,859
+16,765
| +79% | +$400K | 0.48% | 35 |
|
|
2023
Q4 | $510K | Sell |
21,094
-4,840
| -19% | -$117K | 0.32% | 38 |
|
|
2023
Q3 | $575K | Hold |
25,934
| – | – | 0.4% | 39 |
|
|
2023
Q2 | $612K | Sell |
25,934
-135
| -0.5% | -$3.19K | 0.41% | 38 |
|
|
2023
Q1 | $617K | Sell |
26,069
-180
| -0.7% | -$4.26K | 0.41% | 38 |
|
|
2022
Q4 | $602K | Sell |
26,249
-140
| -0.5% | -$3.21K | 0.42% | 36 |
|
|
2022
Q3 | $583K | Hold |
26,389
| – | – | 0.41% | 36 |
|
|
2022
Q2 | $619K | Buy |
26,389
+510
| +2% | +$12K | 0.42% | 32 |
|
|
2022
Q1 | $645K | Buy |
25,879
+4,580
| +22% | +$114K | 0.38% | 32 |
|
|
2021
Q4 | $577K | Buy |
21,299
+1,485
| +7% | +$40.2K | 0.35% | 34 |
|
|
2021
Q3 | $532K | Buy |
19,814
+435
| +2% | +$11.7K | 0.36% | 34 |
|
|
2021
Q2 | $528K | Sell |
19,379
-1,598
| -8% | -$43.5K | 0.37% | 34 |
|
|
2021
Q1 | $562K | Buy |
20,977
+240
| +1% | +$6.43K | 0.41% | 35 |
|
|
2020
Q4 | $562K | Buy |
+20,737
| New | +$562K | 0.43% | 34 |
|