SteelPeak Wealth’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 Q2	$1.95M	Sell	82,927 -10,928	-12%	-$254K	0.05%	235
2026 Q1	$2.16M	Sell	93,855 -1,390	-1%	-$32.4K	0.07%	211
2025 Q4	$2.21M	Sell	95,245 -2,199	-2%	-$51.2K	0.07%	188
2025 Q3	$2.25M	Sell	97,444 -25,660	-21%	-$575K	0.08%	195
2025 Q2	$2.76M	Buy	123,104 +7,536	+7%	+$170K	0.11%	144
2025 Q1	$2.66M	Sell	115,568 -2,048	-2%	-$48.1K	0.11%	143
2024 Q4	$2.78M	Buy	117,616 +654	+0.6%	+$15.6K	0.12%	140
2024 Q3	$2.82M	Sell	116,962 -5,244	-4%	-$126K	0.13%	132
2024 Q2	$2.89M	Sell	122,206 -18,411	-13%	-$435K	0.14%	123
2024 Q1	$3.35M	Buy	140,617 +47,393	+51%	+$1.13M	0.17%	109
2023 Q4	$2.25M	Sell	93,224 -58,944	-39%	-$1.35M	0.13%	124
2023 Q3	$3.37M	Sell	152,168 -17,366	-10%	-$402K	0.21%	98
2023 Q2	$4M	Buy	169,534 +4,579	+3%	+$108K	0.24%	78
2023 Q1	$3.91M	Buy	164,955 +87,162	+112%	+$2.05M	0.27%	83
2022 Q4	$1.78M	Sell	77,793 -37,921	-33%	-$859K	0.13%	125
2022 Q3	$2.56M	Sell	115,714 -31,486	-21%	-$739K	0.19%	96
2022 Q2	$3.45M	Buy	147,200 +5,600	+4%	+$133K	0.25%	78
2022 Q1	$3.53M	Sell	141,600 -3,077	-2%	-$80K	0.21%	92
2021 Q4	$3.92M	Buy	144,677 +30,750	+27%	+$829K	0.24%	87
2021 Q3	$3.06M	Buy	113,927 +1,633	+1%	+$44.5K	0.21%	89
2021 Q2	$3.06M	Sell	112,294 -432	-0.4%	-$11.7K	0.22%	93
2021 Q1	$3.02M	Buy	112,726 +392	+0.3%	+$10.6K	0.25%	85
2020 Q4	$3.04M	Buy	112,334 +2,750	+3%	+$73.6K	0.28%	79
2020 Q3	$2.92M	Buy	109,584 +24,256	+28%	+$651K	0.32%	71
2020 Q2	$2.27M	Buy	85,328 +24,602	+41%	+$641K	0.29%	80
2020 Q1	$1.57M	Sell	60,726 -2,814	-4%	-$74.3K	0.25%	88
2019 Q4	$1.68M	Buy	+63,540	New	+$1.68M	0.23%	90