ProVise Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Buy |
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|
2025
Q2 | $915K | Sell |
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|
2025
Q1 | $974K | Buy |
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|
2024
Q4 | $994K | Buy |
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|
2024
Q3 | $947K | Sell |
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|
2024
Q2 | $936K | Buy |
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|
2024
Q1 | $889K | Buy |
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|
2023
Q4 | $893K | Sell |
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|
2023
Q3 | $858K | Sell |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $837K | Buy |
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|
2022
Q4 | $621K | Buy |
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|
2022
Q3 | $303K | Sell |
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|
2022
Q2 | $373K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $516K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $306K | Buy |
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|
2014
Q2 | $247K | Buy |
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