McAdam LLC’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	$3.61M	Sell	157,104 -9,574	-6%	-$223K	0.16%	78
2025 Q4	$3.87M	Sell	166,678 -6,205	-4%	-$144K	0.18%	70
2025 Q3	$3.99M	Sell	172,883 -39,288	-19%	-$880K	0.2%	63
2025 Q2	$4.75M	Buy	212,171 +17,846	+9%	+$401K	0.26%	52
2025 Q1	$4.48M	Sell	194,325 -135,557	-41%	-$3.18M	0.28%	49
2024 Q4	$7.79M	Buy	329,882 +22,108	+7%	+$528K	0.43%	33
2024 Q3	$7.43M	Sell	307,774 -10,710	-3%	-$257K	0.42%	38
2024 Q2	$7.54M	Buy	318,484 +24,502	+8%	+$579K	0.45%	33
2024 Q1	$7.01M	Sell	293,982 -16,518	-5%	-$396K	0.45%	35
2023 Q4	$7.51M	Buy	310,500 +71,587	+30%	+$1.63M	0.54%	32
2023 Q3	$5.29M	Buy	238,913 +51,533	+28%	+$1.19M	0.43%	40
2023 Q2	$4.42M	Buy	187,380 +224	+0.1%	+$5.28K	0.36%	46
2023 Q1	$4.43M	Buy	187,156 +178,966	+2,185%	+$4.21M	0.4%	46
2022 Q4	$222K	Sell	8,190 -132,312	-94%	-$3M	0.02%	172
2022 Q3	$3.1M	Sell	140,502 -29,716	-17%	-$698K	0.34%	51
2022 Q2	$3.99M	Buy	170,218 +38,781	+30%	+$921K	0.42%	44
2022 Q1	$3.28M	Buy	131,437 +123,247	+1,505%	+$3.2M	0.31%	48
2021 Q4	$222K	Buy	+8,190	New	+$221K	0.02%	172
2021 Q3	–	Sell	-7,395	Closed	-$203K	–	181
2021 Q2	$203K	Buy	+7,395	New	+$201K	0.02%	166
2020 Q4	–	Sell	-7,539	Closed	-$201K	–	169
2020 Q3	$201K	Sell	7,539 -661	-8%	-$17.7K	0.04%	135
2020 Q2	$218K	Buy	+8,200	New	+$214K	0.05%	109