Running Point Capital Advisors’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
Q2 | $786K | Sell |
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|
2025
Q1 | $812K | Buy |
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|
2024
Q4 | $739K | Hold |
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|
2024
Q3 | $756K | Buy |
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|
2024
Q2 | $679K | Buy |
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|
2024
Q1 | $602K | Hold |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $534K | Buy |
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|
2023
Q2 | $538K | Buy |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $680K | Buy |
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|
2022
Q2 | $654K | Buy |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $194K | Sell |
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|
2021
Q3 | $407K | Buy |
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|
2021
Q2 | $307K | Buy |
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|
2021
Q1 | $261K | Buy |
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|
2020
Q4 | $248K | Buy |
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