Northwestern Mutual Wealth Management’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 | $31.9M | Buy |
1,426,686
+519,844
| +57% | +$11.6M | 0.02% | 308 |
|
2025
Q1 | $20.9M | Sell |
906,842
-70,544
| -7% | -$1.63M | 0.02% | 342 |
|
2024
Q4 | $23.1M | Buy |
977,386
+176,263
| +22% | +$4.16M | 0.02% | 313 |
|
2024
Q3 | $19.3M | Buy |
801,123
+15,518
| +2% | +$375K | 0.02% | 321 |
|
2024
Q2 | $18.6M | Buy |
785,605
+10,985
| +1% | +$260K | 0.02% | 317 |
|
2024
Q1 | $18.5M | Sell |
774,620
-476,451
| -38% | -$11.4M | 0.02% | 311 |
|
2023
Q4 | $30.3M | Buy |
1,251,071
+305,186
| +32% | +$7.38M | 0.03% | 247 |
|
2023
Q3 | $21M | Buy |
945,885
+362,604
| +62% | +$8.04M | 0.03% | 274 |
|
2023
Q2 | $13.8M | Sell |
583,281
-2,405
| -0.4% | -$56.8K | 0.02% | 314 |
|
2023
Q1 | $13.9M | Sell |
585,686
-1,508,208
| -72% | -$35.7M | 0.02% | 303 |
|
2022
Q4 | $48M | Buy |
2,093,894
+1,226,017
| +141% | +$28.1M | 0.07% | 149 |
|
2022
Q3 | $19.2M | Buy |
867,877
+263,313
| +44% | +$5.81M | 0.03% | 228 |
|
2022
Q2 | $14.2M | Buy |
604,564
+288,170
| +91% | +$6.75M | 0.02% | 253 |
|
2022
Q1 | $7.89M | Buy |
316,394
+226,402
| +252% | +$5.64M | 0.01% | 344 |
|
2021
Q4 | $2.44M | Sell |
89,992
-1,734
| -2% | -$47K | ﹤0.01% | 571 |
|
2021
Q3 | $2.46M | Buy |
91,726
+4,820
| +6% | +$129K | ﹤0.01% | 532 |
|
2021
Q2 | $2.37M | Buy |
86,906
+519
| +0.6% | +$14.1K | ﹤0.01% | 526 |
|
2021
Q1 | $2.31M | Sell |
86,387
-269
| -0.3% | -$7.2K | ﹤0.01% | 483 |
|
2020
Q4 | $2.35M | Sell |
86,656
-2,708
| -3% | -$73.4K | 0.01% | 446 |
|
2020
Q3 | $2.38M | Sell |
89,364
-21,635
| -19% | -$576K | 0.01% | 398 |
|
2020
Q2 | $2.95M | Sell |
110,999
-242,922
| -69% | -$6.45M | 0.01% | 343 |
|
2020
Q1 | $9.13M | Buy |
353,921
+299,111
| +546% | +$7.72M | 0.04% | 185 |
|
2019
Q4 | $1.45M | Buy |
54,810
+1,823
| +3% | +$48.2K | ﹤0.01% | 449 |
|
2019
Q3 | $1.41M | Buy |
52,987
+6,425
| +14% | +$170K | 0.01% | 435 |
|
2019
Q2 | $1.22M | Buy |
46,562
+7,610
| +20% | +$199K | ﹤0.01% | 442 |
|
2019
Q1 | $999K | Sell |
38,952
-7,724
| -17% | -$198K | ﹤0.01% | 456 |
|
2018
Q4 | $1.17M | Buy |
46,676
+46,544
| +35,261% | +$1.16M | 0.01% | 412 |
|
2018
Q3 | $3K | Sell |
132
-6,590
| -98% | -$150K | ﹤0.01% | 2222 |
|
2018
Q2 | $169K | Buy |
6,722
+2,357
| +54% | +$59.3K | ﹤0.01% | 815 |
|
2018
Q1 | $110K | Buy |
+4,365
| New | +$110K | ﹤0.01% | 925 |
|
2017
Q4 | – | Sell |
-190
| Closed | -$5K | – | 2423 |
|
2017
Q3 | $5K | Buy |
+190
| New | +$5K | ﹤0.01% | 1824 |
|
2016
Q2 | – | Sell |
-1,997
| Closed | -$51K | – | 2220 |
|
2016
Q1 | $51K | Buy |
+1,997
| New | +$51K | ﹤0.01% | 890 |
|
2015
Q2 | – | Sell |
-500
| Closed | -$13K | – | 1588 |
|
2015
Q1 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 977 |
|