LPL Financial’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 | $73.1M | Buy |
3,179,479
+561,462
| +21% | +$13.1M | 0.02% | 742 |
|
|
2025
Q4 | $60.7M | Sell |
2,618,017
-22,421
| -0.8% | -$522K | 0.02% | 785 |
|
|
2025
Q3 | $61M | Buy |
2,640,438
+222,171
| +9% | +$4.98M | 0.02% | 748 |
|
|
2025
Q2 | $54.1M | Buy |
2,418,267
+186,346
| +8% | +$4.19M | 0.02% | 724 |
|
|
2025
Q1 | $51.4M | Buy |
2,231,921
+184,906
| +9% | +$4.34M | 0.02% | 677 |
|
|
2024
Q4 | $48.3M | Buy |
2,047,015
+467,610
| +30% | +$11.2M | 0.02% | 663 |
|
|
2024
Q3 | $38.1M | Buy |
1,579,405
+96,728
| +7% | +$2.32M | 0.02% | 731 |
|
|
2024
Q2 | $35.1M | Sell |
1,482,677
-13,193
| -0.9% | -$312K | 0.02% | 712 |
|
|
2024
Q1 | $35.6M | Buy |
1,495,870
+170,035
| +13% | +$4.07M | 0.02% | 674 |
|
|
2023
Q4 | $32.1M | Sell |
1,325,835
-537,390
| -29% | -$12.3M | 0.02% | 671 |
|
|
2023
Q3 | $41.3M | Sell |
1,863,225
-133,068
| -7% | -$3.08M | 0.03% | 514 |
|
|
2023
Q2 | $47.1M | Buy |
1,996,293
+975,094
| +95% | +$23M | 0.03% | 467 |
|
|
2023
Q1 | $24.2M | Buy |
1,021,199
+120,852
| +13% | +$2.84M | 0.02% | 676 |
|
|
2022
Q4 | $20.7M | Sell |
900,347
-20,978
| -2% | -$475K | 0.02% | 702 |
|
|
2022
Q3 | $20.3M | Sell |
921,325
-43,617
| -5% | -$1.02M | 0.02% | 650 |
|
|
2022
Q2 | $22.6M | Sell |
964,942
-83,921
| -8% | -$1.99M | 0.02% | 592 |
|
|
2022
Q1 | $26.1M | Buy |
1,048,863
+56,021
| +6% | +$1.46M | 0.02% | 561 |
|
|
2021
Q4 | $26.9M | Buy |
992,842
+36,566
| +4% | +$986K | 0.02% | 565 |
|
|
2021
Q3 | $25.7M | Buy |
956,276
+93,805
| +11% | +$2.56M | 0.02% | 532 |
|
|
2021
Q2 | $23.5M | Buy |
862,471
+39,465
| +5% | +$1.07M | 0.02% | 534 |
|
|
2021
Q1 | $22M | Buy |
823,006
+52,191
| +7% | +$1.41M | 0.03% | 502 |
|
|
2020
Q4 | $20.9M | Buy |
770,815
+44,643
| +6% | +$1.19M | 0.03% | 466 |
|
|
2020
Q3 | $19.3M | Buy |
726,172
+86,368
| +13% | +$2.32M | 0.03% | 408 |
|
|
2020
Q2 | $17M | Buy |
639,804
+47,109
| +8% | +$1.23M | 0.03% | 421 |
|
|
2020
Q1 | $15.3M | Buy |
592,695
+55,962
| +10% | +$1.48M | 0.03% | 386 |
|
|
2019
Q4 | $14.2M | Buy |
536,733
+43,436
| +9% | +$1.15M | 0.03% | 460 |
|
|
2019
Q3 | $13.1M | Buy |
493,297
+14,190
| +3% | +$376K | 0.03% | 447 |
|
|
2019
Q2 | $12.5M | Buy |
479,107
+26,966
| +6% | +$698K | 0.03% | 445 |
|
|
2019
Q1 | $11.6M | Buy |
452,141
+13,537
| +3% | +$341K | 0.03% | 450 |
|
|
2018
Q4 | $11M | Sell |
438,604
-6,991
| -2% | -$172K | 0.03% | 420 |
|
|
2018
Q3 | $11M | Sell |
445,595
-416,953
| -48% | -$10.5M | 0.03% | 459 |
|
|
2018
Q2 | $21.7M | Buy |
862,548
+11,391
| +1% | +$286K | 0.06% | 266 |
|
|
2018
Q1 | $21.4M | Sell |
851,157
-123,278
| -13% | -$3.12M | 0.06% | 259 |
|
|
2017
Q4 | $25.1M | Buy |
974,435
+4,291
| +0.4% | +$110K | 0.08% | 219 |
|
|
2017
Q3 | $24.8M | Sell |
970,144
-6,750
| -0.7% | -$173K | 0.09% | 197 |
|
|
2017
Q2 | $24.9M | Buy |
976,894
+56,233
| +6% | +$1.43M | 0.09% | 192 |
|
|
2017
Q1 | $23.1M | Buy |
920,661
+62,263
| +7% | +$1.56M | 0.16% | 108 |
|
|
2016
Q4 | $21.4M | Buy |
858,398
+466,799
| +119% | +$11.8M | 0.16% | 105 |
|
|
2016
Q3 | $10.2M | Buy |
391,599
+45,347
| +13% | +$1.19M | 0.1% | 182 |
|
|
2016
Q2 | $9.2M | Sell |
346,252
-240,475
| -41% | -$6.27M | 0.08% | 208 |
|
|
2016
Q1 | $15.2M | Buy |
586,727
+87,196
| +17% | +$2.23M | 0.04% | 335 |
|
|
2015
Q4 | $12.8M | Buy |
499,531
+246,252
| +97% | +$6.22M | 0.04% | 374 |
|
|
2015
Q3 | $6.36M | Sell |
253,279
-3,259
| -1% | -$81.5K | 0.04% | 394 |
|
|
2015
Q2 | $6.36M | Buy |
256,538
+7,371
| +3% | +$185K | 0.03% | 426 |
|
|
2015
Q1 | $6.36M | Buy |
249,167
+28,811
| +13% | +$736K | 0.03% | 428 |
|
|
2014
Q4 | $5.6M | Buy |
220,356
+15,667
| +8% | +$396K | 0.03% | 441 |
|
|
2014
Q3 | $5.18M | Buy |
204,689
+19,850
| +11% | +$494K | 0.03% | 444 |
|
|
2014
Q2 | $4.56M | Sell |
184,839
-32,959
| -15% | -$806K | 0.03% | 513 |
|
|
2014
Q1 | $5.25M | Sell |
217,798
-19,988
| -8% | -$474K | 0.03% | 426 |
|
|
2013
Q4 | $5.46M | Sell |
237,786
-96,054
| -29% | -$2.22M | 0.03% | 416 |
|
|
2013
Q3 | $7.66M | Sell |
333,840
-168,706
| -34% | -$3.88M | 0.05% | 310 |
|
|
2013
Q2 | $12M | Buy |
+502,546
| New | +$12.7M | 0.09% | 208 |
|
Other funds holding PZA
RBA
CCWA
