Jones Financial Companies’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 | $2.19M | Buy |
97,972
+21,851
| +29% | +$488K | ﹤0.01% | 732 |
|
|
2025
Q1 | $1.75M | Buy |
76,121
+8,782
| +13% | +$202K | ﹤0.01% | 696 |
|
|
2024
Q4 | $1.59M | Buy |
67,339
+17,203
| +34% | +$406K | ﹤0.01% | 620 |
|
|
2024
Q3 | $1.21M | Buy |
50,136
+32,937
| +192% | +$796K | ﹤0.01% | 555 |
|
|
2024
Q2 | $407K | Buy |
+17,199
| New | +$407K | ﹤0.01% | 612 |
|
|
2024
Q1 | – | Sell |
-881
| Closed | -$21.3K | – | 1435 |
|
|
2023
Q4 | $21.3K | Buy |
+881
| New | +$21.3K | ﹤0.01% | 581 |
|