Stratos Wealth Partners’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	$3.23M	Sell	140,719 -467,168	-77%	-$10.9M	0.04%	429
2025 Q4	$14.1M	Buy	607,887 +78,952	+15%	+$1.84M	0.16%	127
2025 Q3	$12.2M	Sell	528,935 -211,457	-29%	-$4.74M	0.14%	142
2025 Q2	$16.6M	Buy	740,392 +47,050	+7%	+$1.06M	0.22%	92
2025 Q1	$16M	Buy	693,342 +128,871	+23%	+$3.02M	0.24%	89
2024 Q4	$13.3M	Sell	564,471 -41,321	-7%	-$987K	0.19%	104
2024 Q3	$14.6M	Buy	605,792 +25,620	+4%	+$614K	0.21%	96
2024 Q2	$13.7M	Sell	580,172 -4,124	-0.7%	-$97.4K	0.22%	92
2024 Q1	$13.9M	Buy	584,296 +497,124	+570%	+$11.9M	0.23%	92
2023 Q4	$2.11M	Sell	87,172 -8,587	-9%	-$196K	0.04%	403
2023 Q3	$2.12M	Buy	95,759 +2,717	+3%	+$62.9K	0.05%	373
2023 Q2	$2.2M	Buy	+93,042	New	+$2.19M	0.05%	337
2023 Q1	–	Sell	-10,048	Closed	-$231K	–	1198
2022 Q4	$231K	Sell	10,048 -13,404	-57%	-$304K	0.01%	992
2022 Q3	$518K	Buy	23,452 +3,200	+16%	+$75.1K	0.01%	680
2022 Q2	$475K	Sell	20,252 -2,741	-12%	-$65.1K	0.01%	750
2022 Q1	$573K	Buy	22,993 +4,480	+24%	+$116K	0.01%	763
2021 Q4	$502K	Buy	18,513 +528	+3%	+$14.2K	0.01%	810
2021 Q3	$483K	Buy	17,985 +4,436	+33%	+$121K	0.01%	761
2021 Q2	$369K	Buy	13,549 +5,396	+66%	+$146K	0.01%	890
2021 Q1	$218K	Hold	8,153	–	–	0.01%	1007
2020 Q4	$221K	Buy	+8,153	New	+$218K	0.01%	970
2018 Q4	–	Sell	-4,704	Closed	-$117K	–	2095
2018 Q3	$117K	Buy	+4,704	New	+$118K	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	+$130K	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%	-$2.99K	0.03%	486
2014 Q4	$243K	Buy	+9,560	New	+$242K	0.04%	396