Petix & Botte Financial’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 | $3.61M | Buy |
161,382
+25,630
| +19% | +$574K | 0.89% | 32 |
|
|
2025
Q1 | $3.13M | Buy |
135,752
+32,920
| +32% | +$758K | 0.82% | 34 |
|
|
2024
Q4 | $2.43M | Buy |
102,832
+40,818
| +66% | +$964K | 0.64% | 36 |
|
|
2024
Q3 | $1.5M | Sell |
62,014
-1,438
| -2% | -$34.7K | 0.4% | 40 |
|
|
2024
Q2 | $1.5M | Buy |
63,452
+31,726
| +100% | +$751K | 0.43% | 36 |
|
|
2024
Q1 | $756K | Sell |
31,726
-31,726
| -50% | -$756K | 0.19% | 79 |
|
|
2023
Q4 | $1.53M | Hold |
63,452
| – | – | 0.45% | 35 |
|
|
2023
Q3 | $1.41M | Buy |
63,452
+29,000
| +84% | +$643K | 0.44% | 36 |
|
|
2023
Q2 | $813K | Buy |
34,452
+17,191
| +100% | +$406K | 0.25% | 51 |
|
|
2023
Q1 | $409K | Buy |
+17,261
| New | +$409K | 0.28% | 52 |
|
|
2022
Q3 | $381K | Sell |
17,273
-312
| -2% | -$6.88K | 0.29% | 50 |
|
|
2022
Q2 | $412K | Sell |
17,585
-17,585
| -50% | -$412K | 0.3% | 48 |
|
|
2022
Q1 | $877K | Buy |
35,170
+21,977
| +167% | +$548K | 0.27% | 50 |
|
|
2021
Q4 | $358K | Buy |
+13,193
| New | +$358K | 0.23% | 59 |
|