Private Trust Company’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
$26.2K Sell
1,168
-1,064
-48% -$23.8K ﹤0.01% 1463
2025
Q1
$51.4K Buy
2,232
+893
+67% +$20.6K 0.01% 1182
2024
Q4
$31.6K Sell
1,339
-86
-6% -$2.03K ﹤0.01% 1331
2024
Q3
$34.4K Sell
1,425
-56
-4% -$1.35K ﹤0.01% 1273
2024
Q2
$35.1K Sell
1,481
-553
-27% -$13.1K ﹤0.01% 1241
2024
Q1
$48.5K Buy
2,034
+643
+46% +$15.3K 0.01% 1116
2023
Q4
$33.6K Buy
+1,391
New +$33.6K ﹤0.01% 1209
2022
Q4
Sell
-8,818
Closed -$195K 2249
2022
Q3
$195K Sell
8,818
-3,696
-30% -$81.7K 0.03% 486
2022
Q2
$293K Buy
+12,514
New +$293K 0.05% 404