Steward Partners Investment Advisory’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 | $433K | Buy |
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|
2025
Q1 | $411K | Hold |
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|
2024
Q4 | $421K | Sell |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $27.5K | Hold |
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|
2024
Q1 | $27.7K | Hold |
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|
2023
Q4 | $28.1K | Hold |
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|
2023
Q3 | $25.8K | Hold |
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|
2023
Q2 | $27.4K | Hold |
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|
2023
Q1 | $27.5K | Sell |
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|
2022
Q4 | $113K | Hold |
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|
2022
Q3 | $108K | Sell |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $397K | Buy |
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|
2021
Q2 | $368K | Sell |
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|
2021
Q1 | $514K | Buy |
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|
2020
Q4 | $363K | Buy |
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|
2020
Q3 | $357K | Buy |
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|
2020
Q2 | $337K | Buy |
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|
2020
Q1 | $299K | Sell |
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|
2019
Q4 | $607K | Buy |
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|
2019
Q3 | $506K | Buy |
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|
2019
Q2 | $477K | Buy |
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|
2019
Q1 | $429K | Buy |
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|
2018
Q4 | $399K | Buy |
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|
2018
Q3 | $372K | Sell |
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|
2018
Q2 | $439K | Buy |
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|
2018
Q1 | $421K | Sell |
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|
2017
Q4 | $438K | Buy |
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|
2017
Q3 | $420K | Sell |
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|
2017
Q2 | $420K | Buy |
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|
2017
Q1 | $408K | Buy |
|