Mercer Global Advisors’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 | $416K | Buy |
18,586
+8,567
| +86% | +$192K | ﹤0.01% | 1633 |
|
|
2025
Q1 | $231K | Sell |
10,019
-2,927
| -23% | -$67.4K | ﹤0.01% | 1890 |
|
|
2024
Q4 | $306K | Sell |
12,946
-121,772
| -90% | -$2.87M | ﹤0.01% | 1733 |
|
|
2024
Q3 | $135K | Sell |
134,718
-6,485
| -5% | -$6.49K | ﹤0.01% | 1859 |
|
|
2024
Q2 | $141K | Buy |
141,203
+3,068
| +2% | +$3.07K | ﹤0.01% | 1840 |
|
|
2024
Q1 | $138K | Sell |
138,135
-8,980
| -6% | -$8.97K | ﹤0.01% | 1832 |
|
|
2023
Q4 | $3.56M | Buy |
147,115
+60,746
| +70% | +$1.47M | 0.01% | 560 |
|
|
2023
Q3 | $1.91M | Sell |
86,369
-29,623
| -26% | -$656K | 0.01% | 719 |
|
|
2023
Q2 | $2.74M | Sell |
115,992
-36,138
| -24% | -$853K | 0.01% | 626 |
|
|
2023
Q1 | $3.6M | Sell |
152,130
-143,730
| -49% | -$3.4M | 0.02% | 507 |
|
|
2022
Q4 | $6.79M | Sell |
295,860
-88,973
| -23% | -$2.04M | 0.03% | 356 |
|
|
2022
Q3 | $8.5M | Sell |
384,833
-14,201
| -4% | -$314K | 0.05% | 261 |
|
|
2022
Q2 | $9.35M | Buy |
399,034
+211,540
| +113% | +$4.96M | 0.06% | 240 |
|
|
2022
Q1 | $4.67M | Buy |
187,494
+53,857
| +40% | +$1.34M | 0.03% | 404 |
|
|
2021
Q4 | $3.62M | Buy |
133,637
+60,072
| +82% | +$1.63M | 0.02% | 449 |
|
|
2021
Q3 | $1.98M | Sell |
73,565
-2,489
| -3% | -$66.9K | 0.01% | 618 |
|
|
2021
Q2 | $2.07M | Buy |
76,054
+934
| +1% | +$25.5K | 0.02% | 555 |
|
|
2021
Q1 | $2.01M | Buy |
+75,120
| New | +$2.01M | 0.02% | 520 |
|
|
2020
Q1 | – | Sell |
-7,593
| Closed | -$201K | – | 1219 |
|
|
2019
Q4 | $201K | Hold |
7,593
| – | – | ﹤0.01% | 1085 |
|
|
2019
Q3 | $201K | Sell |
7,593
-2,345
| -24% | -$62.1K | ﹤0.01% | 1034 |
|
|
2019
Q2 | $260K | Hold |
9,938
| – | – | 0.01% | 930 |
|
|
2019
Q1 | $255K | Buy |
+9,938
| New | +$255K | 0.01% | 886 |
|