Global Retirement Partners’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
2025 Q4	$69.8K	Sell	3,012 -730	-20%	-$17K	﹤0.01%	2141
2025 Q3	$86.4K	Buy	3,742 +1,338	+56%	+$30K	﹤0.01%	1584
2025 Q2	$53.8K	Buy	+2,404	New	+$54.1K	﹤0.01%	1727
2024 Q4	$67.4K	Sell	2,856 -730	-20%	-$17.4K	﹤0.01%	1466
2024 Q3	$86.6K	Sell	3,586 -5,474	-60%	-$131K	﹤0.01%	1307
2024 Q2	$215K	Buy	9,060 +413	+5%	+$9.76K	0.01%	854
2024 Q1	$206K	Sell	8,647 -3,005	-26%	-$72K	0.01%	780
2023 Q4	$280K	Buy	11,652 +5,195	+80%	+$119K	0.01%	634
2023 Q3	$142K	Sell	6,457 -292	-4%	-$6.76K	0.01%	800
2023 Q2	$159K	Buy	6,749 +221	+3%	+$5.21K	0.01%	778
2023 Q1	$154K	Buy	6,528 +5,338	+449%	+$126K	0.01%	769
2022 Q4	$27.3K	Buy	+1,190	New	+$27K	﹤0.01%	1346
2018 Q4	–	Sell	-812	Closed	-$20K	–	1538
2018 Q3	$20K	Hold	812	–	–	﹤0.01%	811
2018 Q2	$20K	Buy	+812	New	+$20.4K	0.01%	799