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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.9M	Buy	734,645 +55,332	+8%	+$1.29M	0.54%	44
2025 Q4	$15.8M	Buy	679,313 +2,281	+0.3%	+$53.1K	0.55%	41
2025 Q3	$15.6M	Buy	677,032 +177,326	+35%	+$3.97M	0.54%	42
2025 Q2	$11.2M	Buy	499,706 +36,652	+8%	+$824K	0.43%	52
2025 Q1	$10.7M	Buy	463,054 +82,306	+22%	+$1.93M	0.48%	47
2024 Q4	$8.99M	Sell	380,748 -291	-0.1%	-$6.95K	0.39%	53
2024 Q3	$9.2M	Buy	381,039 +83,337	+28%	+$2M	0.42%	53
2024 Q2	$7.05M	Buy	297,702 +35,952	+14%	+$849K	0.35%	59
2024 Q1	$6.24M	Buy	261,750 +40,544	+18%	+$971K	0.34%	58
2023 Q4	$5.35M	Buy	221,206 +41,038	+23%	+$937K	0.32%	60
2023 Q3	$3.99M	Buy	180,168 +41,787	+30%	+$968K	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%	+$559K	0.06%	140
2022 Q4	$228K	Sell	9,921 -59,006	-86%	-$1.34M	0.02%	222
2022 Q3	$1.52M	Buy	68,927 +19,586	+40%	+$460K	0.14%	95
2022 Q2	$1.16M	Buy	+49,341	New	+$1.17M	0.11%	106