Goodman Advisory Group’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	$5.62M	Sell	244,404 -77,187	-24%	-$1.8M	1.46%	25
2025 Q4	$7.46M	Buy	321,591 +150,778	+88%	+$3.51M	1.84%	21
2025 Q3	$3.94M	Buy	+170,813	New	+$3.83M	0.98%	32
2025 Q2	–	Sell	-655,675	Closed	-$15.1M	–	187
2025 Q1	$15.1M	Sell	655,675 -107,775	-14%	-$2.53M	4.61%	6
2024 Q4	$18M	Buy	763,450 +40,052	+6%	+$957K	5.32%	3
2024 Q3	$17.5M	Buy	723,398 +3,920	+0.5%	+$93.9K	4.99%	4
2024 Q2	$17M	Sell	719,478 -40,843	-5%	-$965K	5.09%	4
2024 Q1	$18.1M	Sell	760,321 -226,386	-23%	-$5.42M	5.75%	4
2023 Q4	$23.9M	Buy	986,707 +656,873	+199%	+$15M	8.13%	3
2023 Q3	$7.31M	Buy	329,834 +122,305	+59%	+$2.83M	2.73%	7
2023 Q2	$4.9M	Sell	207,529 -290,775	-58%	-$6.86M	1.82%	23
2023 Q1	$11.8M	Buy	498,304 +60,562	+14%	+$1.42M	6.43%	4
2022 Q4	$10M	Buy	437,742 +304,590	+229%	+$6.9M	5.84%	5
2022 Q3	$2.94M	Buy	133,152 +130,120	+4,292%	+$3.05M	1.6%	13
2022 Q2	$71K	Sell	3,032 -138,278	-98%	-$3.28M	0.03%	69
2022 Q1	$3.52M	Sell	141,310 -62,744	-31%	-$1.63M	1.22%	25
2021 Q4	$5.53M	Buy	+204,054	New	+$5.5M	1.87%	18