Stifel Financial’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 | $17.8M | Buy |
796,725
+31,809
| +4% | +$712K | 0.02% | 643 |
|
|
2025
Q1 | $17.6M | Buy |
764,916
+43,324
| +6% | +$998K | 0.02% | 612 |
|
|
2024
Q4 | $17M | Sell |
721,592
-47,468
| -6% | -$1.12M | 0.02% | 624 |
|
|
2024
Q3 | $18.6M | Buy |
769,060
+51,825
| +7% | +$1.25M | 0.02% | 601 |
|
|
2024
Q2 | $17M | Sell |
717,235
-3,289
| -0.5% | -$77.9K | 0.02% | 602 |
|
|
2024
Q1 | $17.2M | Sell |
720,524
-6,411
| -0.9% | -$153K | 0.02% | 612 |
|
|
2023
Q4 | $17.6M | Buy |
726,935
+137,455
| +23% | +$3.32M | 0.02% | 566 |
|
|
2023
Q3 | $13.1M | Sell |
589,480
-2,257
| -0.4% | -$50K | 0.02% | 622 |
|
|
2023
Q2 | $14M | Buy |
591,737
+38,048
| +7% | +$898K | 0.02% | 590 |
|
|
2023
Q1 | $13.1M | Buy |
553,689
+65,314
| +13% | +$1.55M | 0.02% | 592 |
|
|
2022
Q4 | $11.2M | Sell |
488,375
-37,965
| -7% | -$871K | 0.02% | 620 |
|
|
2022
Q3 | $11.6M | Sell |
526,340
-22,871
| -4% | -$505K | 0.02% | 592 |
|
|
2022
Q2 | $12.9M | Sell |
549,211
-8,334
| -1% | -$195K | 0.02% | 574 |
|
|
2022
Q1 | $13.9M | Buy |
557,545
+55,597
| +11% | +$1.39M | 0.02% | 602 |
|
|
2021
Q4 | $13.6M | Buy |
501,948
+36,135
| +8% | +$980K | 0.02% | 619 |
|
|
2021
Q3 | $12.5M | Buy |
465,813
+12,267
| +3% | +$329K | 0.02% | 630 |
|
|
2021
Q2 | $12.4M | Buy |
453,546
+84,281
| +23% | +$2.3M | 0.02% | 628 |
|
|
2021
Q1 | $9.88M | Buy |
369,265
+88,017
| +31% | +$2.36M | 0.02% | 659 |
|
|
2020
Q4 | $7.62M | Buy |
281,248
+32,720
| +13% | +$887K | 0.01% | 685 |
|
|
2020
Q3 | $6.62M | Sell |
248,528
-17,115
| -6% | -$456K | 0.01% | 673 |
|
|
2020
Q2 | $7.06M | Sell |
265,643
-172
| -0.1% | -$4.57K | 0.02% | 612 |
|
|
2020
Q1 | $6.86M | Buy |
265,815
+71,640
| +37% | +$1.85M | 0.02% | 554 |
|
|
2019
Q4 | $5.14M | Buy |
194,175
+1,754
| +0.9% | +$46.4K | 0.01% | 870 |
|
|
2019
Q3 | $5.11M | Buy |
192,421
+15,607
| +9% | +$415K | 0.01% | 819 |
|
|
2019
Q2 | $4.63M | Buy |
176,814
+12,160
| +7% | +$319K | 0.01% | 891 |
|
|
2019
Q1 | $4.22M | Buy |
164,654
+13,237
| +9% | +$339K | 0.01% | 879 |
|
|
2018
Q4 | $3.77M | Sell |
151,417
-6,189
| -4% | -$154K | 0.01% | 886 |
|
|
2018
Q3 | $3.91M | Buy |
157,606
+8,504
| +6% | +$211K | 0.01% | 936 |
|
|
2018
Q2 | $3.75M | Sell |
149,102
-5,761
| -4% | -$145K | 0.01% | 924 |
|
|
2018
Q1 | $3.9M | Buy |
154,863
+5,197
| +3% | +$131K | 0.01% | 892 |
|
|
2017
Q4 | $3.86M | Buy |
149,666
+10,230
| +7% | +$264K | 0.01% | 874 |
|
|
2017
Q3 | $3.56M | Buy |
139,436
+5,221
| +4% | +$133K | 0.01% | 869 |
|
|
2017
Q2 | $3.42M | Buy |
134,215
+5,006
| +4% | +$127K | 0.01% | 868 |
|
|
2017
Q1 | $3.24M | Buy |
129,209
+2,298
| +2% | +$57.7K | 0.01% | 873 |
|
|
2016
Q4 | $3.16M | Sell |
126,911
-19,921
| -14% | -$496K | 0.01% | 840 |
|
|
2016
Q3 | $3.83M | Buy |
146,832
+1,387
| +1% | +$36.2K | 0.02% | 735 |
|
|
2016
Q2 | $3.86M | Buy |
145,445
+727
| +0.5% | +$19.3K | 0.02% | 720 |
|
|
2016
Q1 | $3.73M | Buy |
144,718
+4,654
| +3% | +$120K | 0.02% | 659 |
|
|
2015
Q4 | $3.57M | Buy |
140,064
+2,352
| +2% | +$59.9K | 0.02% | 713 |
|
|
2015
Q3 | $3.45M | Buy |
137,712
+17,844
| +15% | +$446K | 0.02% | 676 |
|
|
2015
Q2 | $2.96M | Sell |
119,868
-112,608
| -48% | -$2.78M | 0.02% | 789 |
|
|
2015
Q1 | $5.94M | Sell |
232,476
-35,881
| -13% | -$916K | 0.03% | 560 |
|
|
2014
Q4 | $6.82M | Sell |
268,357
-107,893
| -29% | -$2.74M | 0.04% | 504 |
|
|
2014
Q3 | $9.45M | Buy |
376,250
+248,762
| +195% | +$6.25M | 0.08% | 293 |
|
|
2014
Q2 | $3.15M | Buy |
127,488
+35,599
| +39% | +$878K | 0.03% | 619 |
|
|
2014
Q1 | $2.22M | Buy |
+91,889
| New | +$2.22M | 0.02% | 715 |
|