Ocean Park Asset 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
Q1 | – | Sell |
-1,186,900
| Closed | -$28M | – | 92 |
|
2024
Q4 | $28M | Sell |
1,186,900
-36,600
| -3% | -$864K | 0.95% | 18 |
|
2024
Q3 | $29.5M | Sell |
1,223,500
-49,600
| -4% | -$1.2M | 1.3% | 12 |
|
2024
Q2 | $30.1M | Hold |
1,273,100
| – | – | 1.43% | 14 |
|
2024
Q1 | $30.3M | Hold |
1,273,100
| – | – | 1.43% | 16 |
|
2023
Q4 | $30.8M | Buy |
+1,273,100
| New | +$30.8M | 1.51% | 16 |
|