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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $515K | Buy |
22,392
+11,783
| +111% | +$274K | ﹤0.01% | 1512 |
|
|
2025
Q4 | $246K | Sell |
10,609
-6,934
| -40% | -$161K | ﹤0.01% | 1822 |
|
|
2025
Q3 | $405K | Sell |
17,543
-1,780
| -9% | -$39.9K | ﹤0.01% | 1491 |
|
|
2025
Q2 | $433K | Buy |
19,323
+1,487
| +8% | +$33.4K | ﹤0.01% | 1367 |
|
|
2025
Q1 | $411K | Hold |
17,836
| – | – | ﹤0.01% | 1301 |
|
|
2024
Q4 | $421K | Sell |
17,836
-498
| -3% | -$11.9K | ﹤0.01% | 1242 |
|
|
2024
Q3 | $443K | Buy |
18,334
+17,172
| +1,478% | +$411K | ﹤0.01% | 1157 |
|
|
2024
Q2 | $27.5K | Hold |
1,162
| – | – | ﹤0.01% | 2382 |
|
|
2024
Q1 | $27.7K | Hold |
1,162
| – | – | ﹤0.01% | 2372 |
|
|
2023
Q4 | $28.1K | Hold |
1,162
| – | – | ﹤0.01% | 2232 |
|
|
2023
Q3 | $25.8K | Hold |
1,162
| – | – | ﹤0.01% | 2188 |
|
|
2023
Q2 | $27.4K | Hold |
1,162
| – | – | ﹤0.01% | 2137 |
|
|
2023
Q1 | $27.5K | Sell |
1,162
-3,750
| -76% | -$88.2K | ﹤0.01% | 2112 |
|
|
2022
Q4 | $113K | Hold |
4,912
| – | – | ﹤0.01% | 1499 |
|
|
2022
Q3 | $108K | Sell |
4,912
-6,150
| -56% | -$144K | ﹤0.01% | 1465 |
|
|
2022
Q2 | $259K | Sell |
11,062
-55
| -0.5% | -$1.31K | ﹤0.01% | 1102 |
|
|
2022
Q1 | $277K | Sell |
11,117
-1,447
| -12% | -$37.6K | ﹤0.01% | 1172 |
|
|
2021
Q4 | $341K | Sell |
12,564
-2,209
| -15% | -$59.5K | 0.01% | 1084 |
|
|
2021
Q3 | $397K | Buy |
14,773
+1,265
| +9% | +$34.5K | 0.01% | 995 |
|
|
2021
Q2 | $368K | Sell |
13,508
-5,690
| -30% | -$154K | 0.01% | 1072 |
|
|
2021
Q1 | $514K | Buy |
19,198
+5,791
| +43% | +$156K | 0.01% | 881 |
|
|
2020
Q4 | $363K | Buy |
13,407
+1
| +0% | +$27 | 0.01% | 850 |
|
|
2020
Q3 | $357K | Buy |
13,406
+703
| +6% | +$18.9K | 0.01% | 761 |
|
|
2020
Q2 | $337K | Buy |
12,703
+1,106
| +10% | +$28.8K | 0.01% | 732 |
|
|
2020
Q1 | $299K | Sell |
11,597
-11,371
| -50% | -$300K | 0.01% | 673 |
|
|
2019
Q4 | $607K | Buy |
22,968
+3,867
| +20% | +$102K | 0.02% | 579 |
|
|
2019
Q3 | $506K | Buy |
19,101
+844
| +5% | +$22.3K | 0.02% | 577 |
|
|
2019
Q2 | $477K | Buy |
18,257
+1,502
| +9% | +$38.9K | 0.02% | 573 |
|
|
2019
Q1 | $429K | Buy |
16,755
+778
| +5% | +$19.6K | 0.02% | 550 |
|
|
2018
Q4 | $399K | Buy |
15,977
+967
| +6% | +$23.9K | 0.02% | 540 |
|
|
2018
Q3 | $372K | Sell |
15,010
-2,447
| -14% | -$61.4K | 0.02% | 574 |
|
|
2018
Q2 | $439K | Buy |
17,457
+684
| +4% | +$17.2K | 0.03% | 488 |
|
|
2018
Q1 | $421K | Sell |
16,773
-224
| -1% | -$5.66K | 0.03% | 456 |
|
|
2017
Q4 | $438K | Buy |
16,997
+529
| +3% | +$13.6K | 0.03% | 386 |
|
|
2017
Q3 | $420K | Sell |
16,468
-53
| -0.3% | -$1.36K | 0.04% | 327 |
|
|
2017
Q2 | $420K | Buy |
16,521
+192
| +1% | +$4.87K | 0.05% | 300 |
|
|
2017
Q1 | $408K | Buy |
+16,329
| New | +$408K | 0.06% | 221 |
|
Other funds holding PZA
RBA
CCWA
