IHT Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

IHT Wealth Management’s Portfolio PZA Stock Details PZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.82M	Buy	427,373 +24,465	+6%	+$569K	0.23%	89
2025 Q4	$9.34M	Buy	402,908 +66,969	+20%	+$1.56M	0.23%	90
2025 Q3	$7.76M	Buy	335,939 +21,438	+7%	+$480K	0.2%	106
2025 Q2	$7.04M	Buy	314,501 +37,338	+13%	+$840K	0.19%	110
2025 Q1	$6.39M	Sell	277,163 -4,005	-1%	-$94K	0.2%	106
2024 Q4	$6.64M	Buy	281,168 +14,074	+5%	+$336K	0.21%	94
2024 Q3	$6.45M	Buy	267,094 +5,104	+2%	+$122K	0.18%	110
2024 Q2	$6.2M	Buy	261,990 +20,917	+9%	+$494K	0.23%	89
2024 Q1	$5.74M	Buy	241,073 +8,062	+3%	+$193K	0.23%	89
2023 Q4	$5.63M	Buy	233,011 +191,013	+455%	+$4.36M	0.25%	88
2023 Q3	$931K	Sell	41,998 -4,913	-10%	-$114K	0.05%	363
2023 Q2	$1.11M	Sell	46,911 -105	-0.2%	-$2.48K	0.06%	319
2023 Q1	$1.11M	Buy	47,016 +22,796	+94%	+$536K	0.06%	286
2022 Q4	$556K	Buy	24,220 +13,949	+136%	+$316K	0.03%	458
2022 Q3	$227K	Buy	+10,271	New	+$241K	0.02%	734
2022 Q1	–	Sell	-8,381	Closed	-$227K	–	833
2021 Q4	$227K	Sell	8,381 -1,034	-11%	-$27.9K	0.02%	712
2021 Q3	$253K	Buy	+9,415	New	+$257K	0.02%	653
2021 Q2	–	Sell	-14,782	Closed	-$396K	–	973
2021 Q1	$396K	Buy	14,782 +4,396	+42%	+$119K	0.03%	537
2020 Q4	$282K	Buy	10,386 +156	+2%	+$4.17K	0.02%	582
2020 Q3	$272K	Buy	+10,230	New	+$274K	0.03%	508
2019 Q1	–	Sell	-11,856	Closed	-$296K	–	539
2018 Q4	$296K	Buy	11,856 +1,043	+10%	+$25.7K	0.06%	334
2018 Q3	$268K	Buy	10,813 +3	+0%	+$75	0.06%	348
2018 Q2	$272K	Sell	10,810 -525	-5%	-$13.2K	0.07%	326
2018 Q1	$286K	Sell	11,335 -717	-6%	-$18.1K	0.08%	284
2017 Q4	$311K	Buy	12,052 +3,763	+45%	+$96.5K	0.08%	279
2017 Q3	$212K	Buy	8,289 +1,400	+20%	+$35.9K	0.09%	233
2017 Q2	$10	Sell	6,889 -457	-6%	-$11.6K	﹤0.01%	980
2017 Q1	$184K	Sell	7,346 -798	-10%	-$20K	0.12%	191
2016 Q4	$203K	Buy	+8,144	New	+$205K	0.15%	153