IFG Advisory’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	–	Sell	-24,722	Closed	-$573K	–	740
2025 Q4	$573K	Buy	24,722 +1,789	+8%	+$41.6K	0.03%	475
2025 Q3	$530K	Buy	22,933 +4,053	+21%	+$90.8K	0.02%	482
2025 Q2	$423K	Sell	18,880 -1,831	-9%	-$41.2K	0.02%	504
2025 Q1	$477K	Sell	20,711 -8,028	-28%	-$188K	0.03%	443
2024 Q4	$679K	Buy	28,739 +2,449	+9%	+$58.5K	0.04%	358
2024 Q3	$635K	Buy	26,290 +3,675	+16%	+$88K	0.04%	313
2024 Q2	$536K	Buy	22,615 +2,313	+11%	+$54.6K	0.03%	389
2024 Q1	$484K	Buy	20,302 +5,416	+36%	+$130K	0.04%	315
2023 Q4	$360K	Buy	14,886 +383	+3%	+$8.74K	0.03%	435
2023 Q3	$321K	Buy	14,503 +1,883	+15%	+$43.6K	0.03%	422
2023 Q2	$298K	Buy	12,620 +1,215	+11%	+$28.7K	0.03%	294
2023 Q1	$270K	Sell	11,405 -3,662	-24%	-$86.2K	0.03%	427
2022 Q4	$345K	Sell	15,067 -616	-4%	-$14K	0.03%	376
2022 Q3	$346K	Buy	15,683 +559	+4%	+$13.1K	0.03%	379
2022 Q2	$354K	Buy	15,124 +2,851	+23%	+$67.7K	0.04%	347
2022 Q1	$305K	Sell	12,273 -4,388	-26%	-$114K	0.03%	395
2021 Q4	$451K	Buy	16,661 +22	+0.1%	+$593	0.04%	320
2021 Q3	$446K	Buy	16,639 +3,294	+25%	+$89.8K	0.05%	321
2021 Q2	$363K	Buy	13,345 +3,633	+37%	+$98.6K	0.04%	356
2021 Q1	$259K	Buy	+9,712	New	+$262K	0.03%	417