Sowell Financial Services’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	$626K	Buy	27,243 +91	+0.3%	+$2.12K	0.02%	572
2025 Q4	$630K	Buy	27,152 +4,097	+18%	+$95.3K	0.02%	574
2025 Q3	$532K	Sell	23,055 -865	-4%	-$19.4K	0.02%	617
2025 Q2	$536K	Sell	23,920 -111	-0.5%	-$2.5K	0.02%	591
2025 Q1	$554K	Buy	24,031 +1,205	+5%	+$28.3K	0.03%	559
2024 Q4	$539K	Sell	22,826 -330	-1%	-$7.89K	0.03%	403
2024 Q3	$559K	Buy	23,156 +1,991	+9%	+$47.7K	0.03%	425
2024 Q2	$501K	Buy	21,165 +330	+2%	+$7.8K	0.02%	436
2024 Q1	$497K	Buy	20,835 +3,829	+23%	+$91.7K	0.02%	453
2023 Q4	$411K	Sell	17,006 -6,054	-26%	-$138K	0.02%	451
2023 Q3	$511K	Sell	23,060 -1,574	-6%	-$36.5K	0.03%	395
2023 Q2	$581K	Buy	24,634 +3,592	+17%	+$84.7K	0.03%	433
2023 Q1	$498K	Sell	21,042 -5,514	-21%	-$130K	0.04%	431
2022 Q4	$609K	Buy	26,556 +7,453	+39%	+$169K	0.04%	401
2022 Q3	$422K	Buy	+19,103	New	+$449K	0.04%	336
2022 Q1	–	Sell	-25,726	Closed	-$697K	–	422
2021 Q4	$697K	Buy	25,726 +1,631	+7%	+$44K	0.04%	386
2021 Q3	$647K	Buy	24,095 +2,022	+9%	+$55.1K	0.04%	361
2021 Q2	$602K	Sell	22,073 -9,604	-30%	-$261K	0.04%	395
2021 Q1	$858K	Buy	31,677 +11,890	+60%	+$321K	0.03%	458
2020 Q4	$536K	Buy	19,787 +1,963	+11%	+$52.5K	0.02%	502
2020 Q3	$475K	Buy	17,824 +5,543	+45%	+$149K	0.02%	480
2020 Q2	$326K	Buy	12,281 +845	+7%	+$22K	0.02%	570
2020 Q1	$295K	Hold	11,436	–	–	0.02%	550
2019 Q4	$303K	Hold	11,436	–	–	0.02%	594
2019 Q3	$304K	Buy	+11,436	New	+$303K	0.03%	533
2019 Q1	$268K	Sell	10,447 -1,988	-16%	-$50.1K	0.03%	473
2018 Q4	$311K	Sell	12,435 -1,249	-9%	-$30.8K	0.04%	380
2018 Q3	$339K	Buy	+13,684	New	+$343K	0.05%	256