Founders Financial Alliance’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
2026 Q1	$15.9K	Buy	+690	New	+$16.1K	﹤0.01%	592
2025 Q4	–	Sell	-678	Closed	-$15.7K	–	691
2025 Q3	$15.7K	Buy	+678	New	+$15.2K	﹤0.01%	576
2025 Q1	–	Sell	-660	Closed	-$15.6K	–	645
2024 Q4	$15.6K	Buy	660 +5	+0.8%	+$119	﹤0.01%	454
2024 Q3	$15.8K	Buy	655 +2	+0.3%	+$48	﹤0.01%	463
2024 Q2	$15.5K	Sell	653 -251	-28%	-$5.93K	﹤0.01%	448
2024 Q1	$21.5K	Buy	904 +251	+38%	+$6.01K	0.01%	442
2023 Q4	$15.8K	Hold	653	–	–	0.01%	408
2023 Q3	$14.5K	Hold	653	–	–	0.01%	399
2023 Q2	$15.4K	Hold	653	–	–	0.01%	424
2023 Q1	$15.4K	Hold	653	–	–	0.01%	384
2022 Q4	$15K	Hold	653	–	–	0.01%	402
2022 Q3	$14K	Hold	653	–	–	0.01%	403
2022 Q2	$15K	Hold	653	–	–	0.01%	414
2022 Q1	$16K	Hold	653	–	–	0.01%	371
2021 Q4	$18K	Hold	653	–	–	0.01%	406
2021 Q3	$18K	Hold	653	–	–	0.01%	379
2021 Q2	$18K	Hold	653	–	–	0.01%	398
2021 Q1	$18K	Hold	653	–	–	0.01%	380
2020 Q4	$18K	Hold	653	–	–	0.01%	344
2020 Q3	$17K	Buy	+653	New	+$17.5K	0.01%	618