Petix & Botte 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	$4.33M	Sell	94,239 -88,029	-48%	-$2.05M	0.97%	27
2025 Q4	$4.23M	Buy	182,268 +7,390	+4%	+$172K	0.96%	28
2025 Q3	$4.04M	Buy	174,878 +13,496	+8%	+$302K	0.93%	30
2025 Q2	$3.61M	Buy	161,382 +25,630	+19%	+$577K	0.89%	32
2025 Q1	$3.13M	Buy	135,752 +32,920	+32%	+$772K	0.82%	34
2024 Q4	$2.43M	Buy	102,832 +40,818	+66%	+$975K	0.64%	36
2024 Q3	$1.5M	Sell	62,014 -1,438	-2%	-$34.4K	0.4%	40
2024 Q2	$1.5M	Buy	63,452 +31,726	+100%	+$750K	0.43%	36
2024 Q1	$756K	Sell	31,726 -31,726	-50%	-$760K	0.19%	79
2023 Q4	$1.53M	Hold	63,452	–	–	0.45%	35
2023 Q3	$1.41M	Buy	63,452 +29,000	+84%	+$672K	0.44%	36
2023 Q2	$813K	Buy	34,452 +17,191	+100%	+$405K	0.25%	51
2023 Q1	$409K	Buy	+17,261	New	+$406K	0.28%	52
2022 Q3	$381K	Sell	17,273 -312	-2%	-$7.33K	0.29%	50
2022 Q2	$412K	Sell	17,585 -17,585	-50%	-$418K	0.3%	48
2022 Q1	$877K	Buy	35,170 +21,977	+167%	+$571K	0.27%	50
2021 Q4	$358K	Buy	+13,193	New	+$356K	0.23%	59