RPCA
Running Point Capital Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Sell |
35,121
-141
| -0.4% | -$3.16K | 0.22% | 61 |
|
|
2025
Q1 | $812K | Buy |
35,262
+3,947
| +13% | +$90.9K | 0.26% | 57 |
|
|
2024
Q4 | $739K | Hold |
31,315
| – | – | 0.25% | 52 |
|
|
2024
Q3 | $756K | Buy |
31,315
+2,661
| +9% | +$64.3K | 0.29% | 50 |
|
|
2024
Q2 | $679K | Buy |
28,654
+3,397
| +13% | +$80.4K | 0.28% | 52 |
|
|
2024
Q1 | $602K | Hold |
25,257
| – | – | 0.27% | 53 |
|
|
2023
Q4 | $611K | Buy |
25,257
+1,156
| +5% | +$28K | 0.3% | 53 |
|
|
2023
Q3 | $534K | Buy |
24,101
+1,325
| +6% | +$29.4K | 0.31% | 52 |
|
|
2023
Q2 | $538K | Buy |
22,776
+3,744
| +20% | +$88.4K | 0.3% | 52 |
|
|
2023
Q1 | $451K | Buy |
19,032
+3,749
| +25% | +$88.8K | 0.27% | 58 |
|
|
2022
Q4 | $351K | Sell |
15,283
-15,493
| -50% | -$355K | 0.22% | 66 |
|
|
2022
Q3 | $680K | Buy |
30,776
+2,865
| +10% | +$63.3K | 0.45% | 40 |
|
|
2022
Q2 | $654K | Buy |
27,911
+13,459
| +93% | +$315K | 0.42% | 38 |
|
|
2022
Q1 | $360K | Buy |
14,452
+7,310
| +102% | +$182K | 0.21% | 58 |
|
|
2021
Q4 | $194K | Sell |
7,142
-7,997
| -53% | -$217K | 0.12% | 76 |
|
|
2021
Q3 | $407K | Buy |
15,139
+3,870
| +34% | +$104K | 0.18% | 70 |
|
|
2021
Q2 | $307K | Buy |
11,269
+1,505
| +15% | +$41K | 0.14% | 75 |
|
|
2021
Q1 | $261K | Buy |
9,764
+626
| +7% | +$16.7K | 0.14% | 70 |
|
|
2020
Q4 | $248K | Buy |
+9,138
| New | +$248K | 0.15% | 66 |
|