Fortis Group 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 Q1	–	Sell	-33,908	Closed	-$801K	–	523
2024 Q4	$801K	Sell	33,908 -9,837	-22%	-$232K	0.15%	110
2024 Q3	$1.06M	Buy	43,745 +10,754	+33%	+$260K	0.2%	89
2024 Q2	$781K	Buy	+32,991	New	+$781K	0.16%	93