Gerber Kawasaki Wealth & Investment Management’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 | $11.2M | Buy |
499,706
+36,652
| +8% | +$821K | 0.43% | 52 |
|
|
2025
Q1 | $10.7M | Buy |
463,054
+82,306
| +22% | +$1.9M | 0.48% | 47 |
|
|
2024
Q4 | $8.99M | Sell |
380,748
-291
| -0.1% | -$6.87K | 0.39% | 53 |
|
|
2024
Q3 | $9.2M | Buy |
381,039
+83,337
| +28% | +$2.01M | 0.42% | 53 |
|
|
2024
Q2 | $7.05M | Buy |
297,702
+35,952
| +14% | +$851K | 0.35% | 59 |
|
|
2024
Q1 | $6.24M | Buy |
261,750
+40,544
| +18% | +$966K | 0.34% | 58 |
|
|
2023
Q4 | $5.35M | Buy |
221,206
+41,038
| +23% | +$992K | 0.32% | 60 |
|
|
2023
Q3 | $3.99M | Buy |
180,168
+41,787
| +30% | +$926K | 0.27% | 70 |
|
|
2023
Q2 | $3.27M | Buy |
138,381
+104,685
| +311% | +$2.47M | 0.22% | 81 |
|
|
2023
Q1 | $798K | Buy |
33,696
+23,775
| +240% | +$563K | 0.06% | 140 |
|
|
2022
Q4 | $228K | Sell |
9,921
-59,006
| -86% | -$1.35M | 0.02% | 222 |
|
|
2022
Q3 | $1.52M | Buy |
68,927
+19,586
| +40% | +$432K | 0.14% | 95 |
|
|
2022
Q2 | $1.16M | Buy |
+49,341
| New | +$1.16M | 0.11% | 106 |
|