HighTower Advisors’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 | $518K | Buy |
23,134
+3,376
| +17% | +$75.6K | ﹤0.01% | 2484 |
|
|
2025
Q1 | $455K | Sell |
19,758
-2,665
| -12% | -$61.4K | ﹤0.01% | 2528 |
|
|
2024
Q4 | $529K | Sell |
22,423
-527
| -2% | -$12.4K | ﹤0.01% | 2423 |
|
|
2024
Q3 | $554K | Sell |
22,950
-2,627
| -10% | -$63.4K | ﹤0.01% | 2326 |
|
|
2024
Q2 | $610K | Sell |
25,577
-23,695
| -48% | -$565K | ﹤0.01% | 2172 |
|
|
2024
Q1 | $1.18M | Sell |
49,272
-6,414
| -12% | -$153K | ﹤0.01% | 1718 |
|
|
2023
Q4 | $1.35M | Sell |
55,686
-4,859
| -8% | -$117K | ﹤0.01% | 1675 |
|
|
2023
Q3 | $1.34M | Buy |
60,545
+3,958
| +7% | +$87.5K | ﹤0.01% | 1598 |
|
|
2023
Q2 | $1.34M | Sell |
56,587
-3,267
| -5% | -$77.3K | ﹤0.01% | 1582 |
|
|
2023
Q1 | $1.42M | Buy |
59,854
+2,658
| +5% | +$63K | ﹤0.01% | 1482 |
|
|
2022
Q4 | $1.31M | Sell |
57,196
-8,148
| -12% | -$187K | ﹤0.01% | 1514 |
|
|
2022
Q3 | $1.44M | Sell |
65,344
-577
| -0.9% | -$12.7K | ﹤0.01% | 1412 |
|
|
2022
Q2 | $1.55M | Buy |
65,921
+55,803
| +552% | +$1.31M | ﹤0.01% | 1394 |
|
|
2022
Q1 | $252K | Sell |
10,118
-2,003
| -17% | -$49.9K | ﹤0.01% | 2631 |
|
|
2021
Q4 | $329K | Buy |
12,121
+2,562
| +27% | +$69.5K | ﹤0.01% | 2408 |
|
|
2021
Q3 | $258K | Buy |
9,559
+169
| +2% | +$4.56K | ﹤0.01% | 2515 |
|
|
2021
Q2 | $256K | Sell |
9,390
-9,480
| -50% | -$258K | ﹤0.01% | 2471 |
|
|
2021
Q1 | $506K | Buy |
18,870
+2,700
| +17% | +$72.4K | ﹤0.01% | 1961 |
|
|
2020
Q4 | $439K | Sell |
16,170
-780
| -5% | -$21.2K | ﹤0.01% | 1679 |
|
|
2020
Q3 | $452K | Sell |
16,950
-10,926
| -39% | -$291K | ﹤0.01% | 1607 |
|
|
2020
Q2 | $741K | Buy |
27,876
+12,935
| +87% | +$344K | ﹤0.01% | 1255 |
|
|
2020
Q1 | $385K | Sell |
14,941
-22,877
| -60% | -$589K | ﹤0.01% | 1426 |
|
|
2019
Q4 | $998K | Sell |
37,818
-27
| -0.1% | -$713 | 0.01% | 1146 |
|
|
2019
Q3 | $1.01M | Buy |
37,845
+75
| +0.2% | +$1.99K | 0.01% | 1182 |
|
|
2019
Q2 | $987K | Sell |
37,770
-1,612
| -4% | -$42.1K | 0.01% | 1197 |
|
|
2019
Q1 | $1.01M | Sell |
39,382
-3,523
| -8% | -$90.4K | 0.01% | 1138 |
|
|
2018
Q4 | $1.07M | Sell |
42,905
-4,865
| -10% | -$122K | 0.01% | 1011 |
|
|
2018
Q3 | $1.18M | Buy |
47,770
+504
| +1% | +$12.5K | 0.01% | 1046 |
|
|
2018
Q2 | $1.19M | Sell |
47,266
-24,525
| -34% | -$615K | 0.01% | 1047 |
|
|
2018
Q1 | $1.81M | Sell |
71,791
-19,134
| -21% | -$481K | 0.02% | 838 |
|
|
2017
Q4 | $2.35M | Buy |
90,925
+22,208
| +32% | +$573K | 0.02% | 767 |
|
|
2017
Q3 | $1.76M | Buy |
68,717
+1,052
| +2% | +$26.9K | 0.02% | 867 |
|
|
2017
Q2 | $1.72M | Buy |
+67,665
| New | +$1.72M | 0.02% | 858 |
|
|
2013
Q3 | – | Sell |
-30,000
| Closed | -$717K | – | 1367 |
|
|
2013
Q2 | $717K | Buy |
+30,000
| New | +$717K | 0.02% | 689 |
|