James J. Burns & Company’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	$212K	Buy	9,224 +84	+0.9%	+$1.96K	0.03%	143
2025 Q4	$212K	Buy	9,140 +86	+0.9%	+$2K	0.03%	153
2025 Q3	$209K	Sell	9,054 -326	-3%	-$7.3K	0.03%	150
2025 Q2	$210K	Sell	9,380 -971	-9%	-$21.8K	0.03%	150
2025 Q1	$238K	Sell	10,351 -2,079	-17%	-$48.8K	0.04%	132
2024 Q4	$293K	Buy	12,430 +99	+0.8%	+$2.37K	0.05%	119
2024 Q3	$298K	Sell	12,331 -4,789	-28%	-$115K	0.05%	112
2024 Q2	$405K	Buy	17,120 +72	+0.4%	+$1.7K	0.08%	85
2024 Q1	$403K	Sell	17,048 -7,525	-31%	-$180K	0.14%	61
2023 Q4	$594K	Sell	24,573 -5,497	-18%	-$125K	0.14%	67
2023 Q3	$666K	Sell	30,070 -25,146	-46%	-$582K	0.18%	60
2023 Q2	$1.3M	Buy	55,216 +241	+0.4%	+$5.68K	0.33%	48
2023 Q1	$1.3M	Buy	54,975 +7,513	+16%	+$177K	0.34%	50
2022 Q4	$1.09M	Buy	47,462 +348	+0.7%	+$7.88K	0.45%	42
2022 Q3	$1.04M	Buy	+47,114	New	+$1.11M	0.46%	45