TD Private Client Wealth’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	$3.43M	Sell	149,126 -8,833	-6%	-$206K	0.07%	180
2025 Q4	$3.66M	Sell	157,959 -4,191	-3%	-$97.5K	0.08%	166
2025 Q3	$3.74M	Buy	162,150 +66,532	+70%	+$1.49M	0.08%	164
2025 Q2	$2.14M	Buy	95,618 +15,816	+20%	+$356K	0.05%	227
2025 Q1	$1.84M	Buy	79,802 +844	+1%	+$19.8K	0.05%	239
2024 Q4	$1.86M	Buy	78,958 +14,921	+23%	+$357K	0.05%	239
2024 Q3	$1.55M	Sell	64,037 -4,465	-7%	-$107K	0.04%	291
2024 Q2	$1.62M	Buy	68,502 +18,325	+37%	+$433K	0.05%	270
2024 Q1	$1.2M	Buy	50,177 +4,352	+9%	+$104K	0.04%	329
2023 Q4	$1.11M	Hold	45,825	–	–	0.04%	324
2023 Q3	$1.02M	Buy	45,825 +1,794	+4%	+$41.6K	0.04%	316
2023 Q2	$1.04M	Buy	44,031 +4,039	+10%	+$95.3K	0.04%	326
2023 Q1	$947K	Buy	39,992 +22,320	+126%	+$525K	0.04%	339
2022 Q4	$405K	Buy	+17,672	New	+$400K	0.02%	451
2022 Q2	–	Sell	-65,242	Closed	-$1.63M	–	1280
2022 Q1	$1.63M	Buy	65,242 +59,266	+992%	+$1.54M	0.07%	261
2021 Q4	$162K	Sell	5,976 -11,920	-67%	-$321K	0.01%	573
2021 Q3	$481K	Hold	17,896	–	–	0.02%	404
2021 Q2	$488K	Buy	+17,896	New	+$485K	0.02%	410