Spire Wealth Management’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	$180K	Sell	7,821 -1	-0%	-$23	0.01%	818
2025 Q4	$181K	Sell	7,822 -49,939	-86%	-$1.16M	0.01%	820
2025 Q3	$1.33M	Sell	57,761 -24,554	-30%	-$550K	0.05%	326
2025 Q2	$3.01M	Buy	82,315 +9,411	+13%	+$212K	0.11%	159
2025 Q1	$1.68M	Buy	72,904 +2,291	+3%	+$53.8K	0.05%	293
2024 Q4	$1.67M	Buy	70,613 +1,642	+2%	+$39.2K	0.05%	270
2024 Q3	$1.67M	Sell	68,971 -3,541	-5%	-$84.8K	0.06%	268
2024 Q2	$1.72M	Buy	72,512 +486	+0.7%	+$11.5K	0.06%	250
2024 Q1	$1.72M	Sell	72,026 -347	-0.5%	-$8.31K	0.03%	275
2023 Q4	$1.72M	Buy	+72,373	New	+$1.65M	0.06%	264
2023 Q3	–	Sell	-78,652	Closed	-$1.86M	–	2448
2023 Q2	$1.86M	Buy	78,652 +1,359	+2%	+$32.1K	0.07%	248
2023 Q1	$1.83M	Buy	77,293 +16,252	+27%	+$382K	0.07%	238
2022 Q4	$1.4M	Sell	61,041 -2,472	-4%	-$56K	0.08%	199
2022 Q3	$1.4M	Sell	63,513 -14,118	-18%	-$331K	0.09%	166
2022 Q2	$1.82M	Sell	77,631 -31,370	-29%	-$745K	0.08%	218
2022 Q1	$2.72M	Sell	109,001 -2,352	-2%	-$61.2K	0.07%	228
2021 Q4	$3.02M	Buy	111,353 +4,054	+4%	+$109K	0.07%	245
2021 Q3	$2.88M	Sell	107,299 -3,420	-3%	-$93.3K	0.08%	231
2021 Q2	$3.02M	Sell	110,719 -14,913	-12%	-$405K	0.08%	228
2021 Q1	$3.36M	Buy	+125,632	New	+$3.39M	0.09%	203