Kestra Advisory Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
25,756
-11,458
| -31% | -$257K | ﹤0.01% | 1858 |
|
|
2025
Q1 | $857K | Sell |
37,214
-32,503
| -47% | -$749K | ﹤0.01% | 1475 |
|
|
2024
Q4 | $1.65M | Sell |
69,717
-21,299
| -23% | -$503K | 0.01% | 1108 |
|
|
2024
Q3 | $2.2M | Sell |
91,016
-11,216
| -11% | -$271K | 0.01% | 905 |
|
|
2024
Q2 | $2.42M | Buy |
102,232
+34,776
| +52% | +$823K | 0.01% | 867 |
|
|
2024
Q1 | $1.61M | Buy |
67,456
+7,591
| +13% | +$181K | 0.01% | 983 |
|
|
2023
Q4 | $1.45M | Buy |
59,865
+11,132
| +23% | +$269K | 0.01% | 955 |
|
|
2023
Q3 | $1.08M | Sell |
48,733
-15,271
| -24% | -$338K | 0.01% | 953 |
|
|
2023
Q2 | $1.51M | Sell |
64,004
-42,018
| -40% | -$992K | 0.02% | 794 |
|
|
2023
Q1 | $2.51M | Buy |
106,022
+3,591
| +4% | +$85K | 0.03% | 567 |
|
|
2022
Q4 | $2.35M | Buy |
102,431
+90,447
| +755% | +$2.07M | 0.02% | 681 |
|
|
2022
Q3 | $265K | Sell |
11,984
-40,524
| -77% | -$896K | ﹤0.01% | 1676 |
|
|
2022
Q2 | $1.23M | Buy |
+52,508
| New | +$1.23M | 0.01% | 874 |
|
|
2022
Q1 | – | Sell |
-11,283
| Closed | -$306K | – | 2102 |
|
|
2021
Q4 | $306K | Sell |
11,283
-5,889
| -34% | -$160K | ﹤0.01% | 1591 |
|
|
2021
Q3 | $461K | Sell |
17,172
-3,738
| -18% | -$100K | ﹤0.01% | 1426 |
|
|
2021
Q2 | $570K | Sell |
20,910
-120
| -0.6% | -$3.27K | 0.01% | 1223 |
|
|
2021
Q1 | $563K | Sell |
21,030
-11,800
| -36% | -$316K | 0.01% | 1134 |
|
|
2020
Q4 | $891K | Buy |
32,830
+11,176
| +52% | +$303K | 0.01% | 913 |
|
|
2020
Q3 | $577K | Buy |
+21,654
| New | +$577K | 0.01% | 824 |
|