SA
Stewardship Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.3M | Buy |
325,840
+3,385
| +1% | +$75.8K | 1.85% | 14 |
|
|
2025
Q1 | $7.43M | Buy |
322,455
+29,641
| +10% | +$683K | 2.01% | 14 |
|
|
2024
Q4 | $6.91M | Buy |
292,814
+13,655
| +5% | +$322K | 1.92% | 12 |
|
|
2024
Q3 | $6.74M | Sell |
279,159
-36,557
| -12% | -$883K | 1.9% | 13 |
|
|
2024
Q2 | $7.48M | Buy |
315,716
+61,598
| +24% | +$1.46M | 2.47% | 9 |
|
|
2024
Q1 | $6.06M | Buy |
+254,118
| New | +$6.06M | 2.07% | 14 |
|