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
2026 Q1	$937K	Sell	40,784 -1,057	-3%	-$24.6K	0.07%	140
2025 Q4	$970K	Sell	41,841 -1,683	-4%	-$39.2K	0.07%	137
2025 Q3	$1M	Buy	43,524 +2,646	+6%	+$59.3K	0.07%	132
2025 Q2	$915K	Sell	40,878 -1,379	-3%	-$31K	0.07%	134
2025 Q1	$974K	Buy	42,257 +172	+0.4%	+$4.04K	0.08%	131
2024 Q4	$994K	Buy	42,085 +2,865	+7%	+$68.5K	0.09%	130
2024 Q3	$947K	Sell	39,220 -309	-0.8%	-$7.4K	0.08%	154
2024 Q2	$936K	Buy	39,529 +2,242	+6%	+$53K	0.08%	150
2024 Q1	$889K	Buy	37,287 +353	+1%	+$8.45K	0.08%	152
2023 Q4	$893K	Sell	36,934 -1,767	-5%	-$40.3K	0.08%	178
2023 Q3	$858K	Sell	38,701 -36,309	-48%	-$841K	0.08%	183
2023 Q2	$1.77M	Buy	75,010 +39,655	+112%	+$935K	0.16%	134
2023 Q1	$837K	Buy	35,355 +8,269	+31%	+$195K	0.08%	179
2022 Q4	$621K	Buy	27,086 +13,361	+97%	+$303K	0.06%	191
2022 Q3	$303K	Sell	13,725 -2,192	-14%	-$51.5K	0.03%	251
2022 Q2	$373K	Buy	+15,917	New	+$378K	0.04%	235
2018 Q1	–	Sell	-20,000	Closed	-$516K	–	320
2017 Q4	$516K	Buy	+20,000	New	+$513K	0.07%	204
2014 Q4	–	Sell	-12,201	Closed	-$306K	–	311
2014 Q3	$306K	Buy	12,201 +2,201	+22%	+$54.8K	0.07%	250
2014 Q2	$247K	Buy	+10,000	New	+$245K	0.05%	272