Stratos Wealth Partners’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 | $16.6M | Buy |
740,392
+47,050
| +7% | +$1.05M | 0.22% | 92 |
|
|
2025
Q1 | $16M | Buy |
693,342
+128,871
| +23% | +$2.97M | 0.24% | 89 |
|
|
2024
Q4 | $13.3M | Sell |
564,471
-41,321
| -7% | -$976K | 0.19% | 104 |
|
|
2024
Q3 | $14.6M | Buy |
605,792
+25,620
| +4% | +$619K | 0.21% | 96 |
|
|
2024
Q2 | $13.7M | Sell |
580,172
-4,124
| -0.7% | -$97.7K | 0.22% | 92 |
|
|
2024
Q1 | $13.9M | Buy |
584,296
+497,124
| +570% | +$11.8M | 0.23% | 92 |
|
|
2023
Q4 | $2.11M | Sell |
87,172
-8,587
| -9% | -$208K | 0.04% | 403 |
|
|
2023
Q3 | $2.12M | Buy |
95,759
+2,717
| +3% | +$60.2K | 0.05% | 373 |
|
|
2023
Q2 | $2.2M | Buy |
+93,042
| New | +$2.2M | 0.05% | 337 |
|
|
2023
Q1 | – | Sell |
-10,048
| Closed | -$231K | – | 1198 |
|
|
2022
Q4 | $231K | Sell |
10,048
-13,404
| -57% | -$307K | 0.01% | 992 |
|
|
2022
Q3 | $518K | Buy |
23,452
+3,200
| +16% | +$70.7K | 0.01% | 680 |
|
|
2022
Q2 | $475K | Sell |
20,252
-2,741
| -12% | -$64.3K | 0.01% | 750 |
|
|
2022
Q1 | $573K | Buy |
22,993
+4,480
| +24% | +$112K | 0.01% | 763 |
|
|
2021
Q4 | $502K | Buy |
18,513
+528
| +3% | +$14.3K | 0.01% | 810 |
|
|
2021
Q3 | $483K | Buy |
17,985
+4,436
| +33% | +$119K | 0.01% | 761 |
|
|
2021
Q2 | $369K | Buy |
13,549
+5,396
| +66% | +$147K | 0.01% | 890 |
|
|
2021
Q1 | $218K | Hold |
8,153
| – | – | 0.01% | 1007 |
|
|
2020
Q4 | $221K | Buy |
+8,153
| New | +$221K | 0.01% | 970 |
|
|
2018
Q4 | – | Sell |
-4,704
| Closed | -$117K | – | 2095 |
|
|
2018
Q3 | $117K | Buy |
+4,704
| New | +$117K | 0.01% | 1055 |
|
|
2018
Q2 | – | Sell |
-4,654
| Closed | -$117K | – | 2190 |
|
|
2018
Q1 | $117K | Sell |
4,654
-409
| -8% | -$10.3K | ﹤0.01% | 1119 |
|
|
2017
Q4 | $131K | Buy |
+5,063
| New | +$131K | 0.01% | 1045 |
|
|
2015
Q3 | – | Sell |
-9,443
| Closed | -$233K | – | 591 |
|
|
2015
Q2 | $233K | Hold |
9,443
| – | – | 0.03% | 428 |
|
|
2015
Q1 | $242K | Sell |
9,443
-117
| -1% | -$3K | 0.03% | 486 |
|
|
2014
Q4 | $243K | Buy |
+9,560
| New | +$243K | 0.04% | 396 |
|