IWC
Integrated Wealth Concepts’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
122,796
-12,329
| -9% | -$276K | 0.03% | 518 |
|
|
2025
Q1 | $3.11M | Buy |
135,125
+58,167
| +76% | +$1.34M | 0.04% | 453 |
|
|
2024
Q4 | $1.82M | Buy |
76,958
+12,317
| +19% | +$291K | 0.02% | 597 |
|
|
2024
Q3 | $1.56M | Buy |
64,641
+9,268
| +17% | +$224K | 0.02% | 619 |
|
|
2024
Q2 | $1.31M | Sell |
55,373
-6,288
| -10% | -$149K | 0.02% | 641 |
|
|
2024
Q1 | $1.47M | Sell |
61,661
-108
| -0.2% | -$2.57K | 0.02% | 611 |
|
|
2023
Q4 | $1.49M | Sell |
61,769
-55,952
| -48% | -$1.35M | 0.02% | 579 |
|
|
2023
Q3 | $2.61M | Sell |
117,721
-1,559,681
| -93% | -$34.6M | 0.05% | 364 |
|
|
2023
Q2 | $39.6M | Buy |
1,677,402
+1,556,105
| +1,283% | +$36.7M | 0.68% | 23 |
|
|
2023
Q1 | $2.87M | Buy |
121,297
+4,908
| +4% | +$116K | 0.06% | 300 |
|
|
2022
Q4 | $2.67M | Buy |
116,389
+18,544
| +19% | +$425K | 0.07% | 254 |
|
|
2022
Q3 | $2.16M | Buy |
97,845
+10,369
| +12% | +$229K | 0.07% | 265 |
|
|
2022
Q2 | $2.05M | Buy |
+87,476
| New | +$2.05M | 0.06% | 275 |
|
|
2019
Q3 | – | Sell |
-7,997
| Closed | -$209K | – | 436 |
|
|
2019
Q2 | $209K | Sell |
7,997
-751
| -9% | -$19.6K | 0.03% | 355 |
|
|
2019
Q1 | $224K | Buy |
+8,748
| New | +$224K | 0.04% | 292 |
|