IFG Advisory’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 | $423K | Sell |
18,880
-1,831
| -9% | -$41K | 0.02% | 503 |
|
|
2025
Q1 | $477K | Sell |
20,711
-8,028
| -28% | -$185K | 0.03% | 442 |
|
|
2024
Q4 | $679K | Buy |
28,739
+2,449
| +9% | +$57.8K | 0.04% | 358 |
|
|
2024
Q3 | $635K | Buy |
26,290
+3,675
| +16% | +$88.8K | 0.04% | 313 |
|
|
2024
Q2 | $536K | Buy |
22,615
+2,313
| +11% | +$54.8K | 0.03% | 388 |
|
|
2024
Q1 | $484K | Buy |
20,302
+5,416
| +36% | +$129K | 0.04% | 315 |
|
|
2023
Q4 | $360K | Buy |
14,886
+383
| +3% | +$9.26K | 0.03% | 434 |
|
|
2023
Q3 | $321K | Buy |
14,503
+1,883
| +15% | +$41.7K | 0.03% | 421 |
|
|
2023
Q2 | $298K | Buy |
12,620
+1,215
| +11% | +$28.7K | 0.03% | 294 |
|
|
2023
Q1 | $270K | Sell |
11,405
-3,662
| -24% | -$86.7K | 0.03% | 427 |
|
|
2022
Q4 | $345K | Sell |
15,067
-616
| -4% | -$14.1K | 0.03% | 376 |
|
|
2022
Q3 | $346K | Buy |
15,683
+559
| +4% | +$12.3K | 0.03% | 379 |
|
|
2022
Q2 | $354K | Buy |
15,124
+2,851
| +23% | +$66.7K | 0.04% | 347 |
|
|
2022
Q1 | $305K | Sell |
12,273
-4,388
| -26% | -$109K | 0.03% | 395 |
|
|
2021
Q4 | $451K | Buy |
16,661
+22
| +0.1% | +$596 | 0.04% | 319 |
|
|
2021
Q3 | $446K | Buy |
16,639
+3,294
| +25% | +$88.3K | 0.05% | 320 |
|
|
2021
Q2 | $363K | Buy |
13,345
+3,633
| +37% | +$98.8K | 0.04% | 355 |
|
|
2021
Q1 | $259K | Buy |
+9,712
| New | +$259K | 0.03% | 417 |
|