LGA
Lebenthal Global Advisors’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 | $1.62M | Buy |
72,197
+17,091
| +31% | +$383K | 0.3% | 51 |
|
|
2025
Q1 | $1.27M | Sell |
55,106
-36,834
| -40% | -$849K | 0.24% | 58 |
|
|
2024
Q4 | $2.17M | Buy |
91,940
+4,056
| +5% | +$95.8K | 0.4% | 41 |
|
|
2024
Q3 | $2.12M | Sell |
87,884
-5,938
| -6% | -$143K | 0.43% | 31 |
|
|
2024
Q2 | $2.22M | Sell |
93,822
-3,910
| -4% | -$92.6K | 0.49% | 27 |
|
|
2024
Q1 | $2.33M | Sell |
97,732
-607
| -0.6% | -$14.5K | 0.52% | 27 |
|
|
2023
Q4 | $2.38M | Sell |
98,339
-24,312
| -20% | -$588K | 0.55% | 28 |
|
|
2023
Q3 | $2.72M | Buy |
122,651
+38,285
| +45% | +$848K | 0.82% | 20 |
|
|
2023
Q2 | $1.99M | Sell |
84,366
-9,238
| -10% | -$218K | 0.58% | 21 |
|
|
2023
Q1 | $2.22M | Buy |
93,604
+866
| +0.9% | +$20.5K | 0.68% | 18 |
|
|
2022
Q4 | $2.13M | Buy |
92,738
+66,362
| +252% | +$1.52M | 0.7% | 18 |
|
|
2022
Q3 | $582K | Sell |
26,376
-95
| -0.4% | -$2.1K | 0.27% | 46 |
|
|
2022
Q2 | $620K | Sell |
26,471
-649
| -2% | -$15.2K | 0.3% | 49 |
|
|
2022
Q1 | $676K | Buy |
27,120
+1,322
| +5% | +$33K | 0.29% | 60 |
|
|
2021
Q4 | $699K | Buy |
25,798
+498
| +2% | +$13.5K | 0.28% | 47 |
|
|
2021
Q3 | $679K | Buy |
25,300
+345
| +1% | +$9.26K | 0.43% | 42 |
|
|
2021
Q2 | $680K | Sell |
24,955
-7,447
| -23% | -$203K | 0.37% | 44 |
|
|
2021
Q1 | $867K | Buy |
32,402
+653
| +2% | +$17.5K | 0.53% | 23 |
|
|
2020
Q4 | $860K | Buy |
+31,749
| New | +$860K | 0.61% | 14 |
|