IFP Advisors’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 | $633K | Buy |
27,540
+19,680
| +250% | +$458K | 0.01% | 870 |
|
|
2025
Q4 | $182K | Buy |
7,860
+3,906
| +99% | +$90.9K | ﹤0.01% | 1418 |
|
|
2025
Q3 | $91.3K | Buy |
3,954
+132
| +3% | +$2.96K | ﹤0.01% | 1739 |
|
|
2025
Q2 | $85.6K | Buy |
3,822
+3,342
| +696% | +$75.2K | ﹤0.01% | 1724 |
|
|
2025
Q1 | $11.1K | Sell |
480
-1,020
| -68% | -$23.9K | ﹤0.01% | 2547 |
|
|
2024
Q4 | $35.4K | Buy |
1,500
+200
| +15% | +$4.78K | ﹤0.01% | 2001 |
|
|
2024
Q3 | $31.4K | Hold |
1,300
| – | – | ﹤0.01% | 1946 |
|
|
2024
Q2 | $30.8K | Hold |
1,300
| – | – | ﹤0.01% | 1883 |
|
|
2024
Q1 | $31K | Sell |
1,300
-50
| -4% | -$1.2K | ﹤0.01% | 1772 |
|
|
2023
Q4 | $32.6K | Sell |
1,350
-761
| -36% | -$17.4K | ﹤0.01% | 1723 |
|
|
2023
Q3 | $46.8K | Hold |
2,111
| – | – | ﹤0.01% | 1591 |
|
|
2023
Q2 | $49.8K | Sell |
2,111
-167
| -7% | -$3.94K | ﹤0.01% | 1602 |
|
|
2023
Q1 | $57.3K | Sell |
2,278
-4,504
| -66% | -$106K | ﹤0.01% | 1508 |
|
|
2022
Q4 | $172K | Sell |
6,782
-7,629
| -53% | -$173K | ﹤0.01% | 1431 |
|
|
2022
Q3 | $364K | Hold |
14,411
| – | – | 0.01% | 1081 |
|
|
2022
Q2 | $364K | Hold |
14,411
| – | – | 0.01% | 983 |
|
|
2022
Q1 | $364K | Buy |
14,411
+8,482
| +143% | +$221K | 0.01% | 983 |
|
|
2021
Q4 | $163K | Hold |
5,929
| – | – | ﹤0.01% | 1053 |
|
|
2021
Q3 | $162K | Hold |
5,929
| – | – | ﹤0.01% | 1068 |
|
|
2021
Q2 | $162K | Hold |
5,929
| – | – | ﹤0.01% | 1015 |
|
|
2021
Q1 | $158K | Sell |
5,929
-606
| -9% | -$16.3K | ﹤0.01% | 947 |
|
|
2020
Q4 | $177K | Hold |
6,535
| – | – | 0.01% | 856 |
|
|
2020
Q3 | $174K | Buy |
6,535
+11
| +0.2% | +$295 | 0.01% | 755 |
|
|
2020
Q2 | $173K | Hold |
6,524
| – | – | 0.01% | 728 |
|
|
2020
Q1 | $172K | Sell |
6,524
-200
| -3% | -$5.28K | 0.02% | 622 |
|
|
2019
Q4 | $178K | Sell |
6,724
-469
| -7% | -$12.4K | 0.01% | 708 |
|
|
2019
Q3 | $191K | Buy |
+7,193
| New | +$190K | 0.01% | 783 |
|
|
2019
Q1 | – | Sell |
-1,923
| Closed | -$48K | – | 3186 |
|
|
2018
Q4 | $48K | Buy |
1,923
+973
| +102% | +$24K | ﹤0.01% | 1642 |
|
|
2018
Q3 | $24K | Hold |
950
| – | – | ﹤0.01% | 2361 |
|
|
2018
Q2 | $24K | Hold |
950
| – | – | ﹤0.01% | 2363 |
|
|
2018
Q1 | $25K | Hold |
950
| – | – | ﹤0.01% | 2249 |
|
|
2017
Q4 | $25K | Sell |
950
-240
| -20% | -$6.15K | ﹤0.01% | 2279 |
|
|
2017
Q3 | $30K | Hold |
1,190
| – | – | ﹤0.01% | 2341 |
|
|
2017
Q2 | $30K | Sell |
1,190
-22,742
| -95% | -$576K | ﹤0.01% | 2321 |
|
|
2017
Q1 | $599K | Sell |
23,932
-3,058
| -11% | -$76.5K | 0.03% | 596 |
|
|
2016
Q4 | $672K | Buy |
26,990
+4,928
| +22% | +$124K | 0.03% | 511 |
|
|
2016
Q3 | $574K | Buy |
22,062
+237
| +1% | +$6.22K | 0.03% | 511 |
|
|
2016
Q2 | $579K | Buy |
+21,825
| New | +$569K | 0.03% | 502 |
|
|
2016
Q1 | – | Sell |
-19,900
| Closed | -$507K | – | 3191 |
|
|
2015
Q4 | $507K | Buy |
+19,900
| New | +$502K | 0.03% | 496 |
|
Other funds holding PZA
RBA
CCWA
