Spire Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
82,315
+9,411
| +13% | +$344K | 0.11% | 159 |
|
|
2025
Q1 | $1.68M | Buy |
72,904
+2,291
| +3% | +$52.8K | 0.05% | 293 |
|
|
2024
Q4 | $1.67M | Buy |
70,613
+1,642
| +2% | +$38.8K | 0.05% | 270 |
|
|
2024
Q3 | $1.67M | Sell |
68,971
-3,541
| -5% | -$85.5K | 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% | -$8.27K | 0.03% | 275 |
|
|
2023
Q4 | $1.72M | Buy |
+72,373
| New | +$1.72M | 0.06% | 264 |
|
|
2023
Q3 | – | Sell |
-78,652
| Closed | -$1.86M | – | 2447 |
|
|
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% | +$385K | 0.07% | 238 |
|
|
2022
Q4 | $1.4M | Sell |
61,041
-2,472
| -4% | -$56.7K | 0.08% | 199 |
|
|
2022
Q3 | $1.4M | Sell |
63,513
-14,118
| -18% | -$312K | 0.09% | 166 |
|
|
2022
Q2 | $1.82M | Sell |
77,631
-31,370
| -29% | -$735K | 0.08% | 218 |
|
|
2022
Q1 | $2.72M | Sell |
109,001
-2,352
| -2% | -$58.6K | 0.07% | 228 |
|
|
2021
Q4 | $3.02M | Buy |
111,353
+4,054
| +4% | +$110K | 0.07% | 245 |
|
|
2021
Q3 | $2.88M | Sell |
107,299
-3,420
| -3% | -$91.9K | 0.08% | 231 |
|
|
2021
Q2 | $3.02M | Sell |
110,719
-14,913
| -12% | -$407K | 0.08% | 228 |
|
|
2021
Q1 | $3.36M | Buy |
+125,632
| New | +$3.36M | 0.09% | 203 |
|