Wealth Enhancement Advisory Services’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 | $5.3M | Buy |
236,774
+74,464
| +46% | +$1.67M | 0.01% | 869 |
|
|
2025
Q1 | $3.74M | Buy |
162,310
+4,570
| +3% | +$105K | 0.01% | 934 |
|
|
2024
Q4 | $3.72M | Sell |
157,740
-21,387
| -12% | -$505K | 0.01% | 908 |
|
|
2024
Q3 | $4.33M | Buy |
179,127
+321
| +0.2% | +$7.75K | 0.01% | 771 |
|
|
2024
Q2 | $4.23M | Sell |
178,806
-10,710
| -6% | -$254K | 0.01% | 732 |
|
|
2024
Q1 | $4.52M | Buy |
189,516
+1
| +0% | +$24 | 0.01% | 693 |
|
|
2023
Q4 | $4.58M | Buy |
189,515
+20,644
| +12% | +$499K | 0.01% | 630 |
|
|
2023
Q3 | $3.74M | Sell |
168,871
-81,718
| -33% | -$1.81M | 0.01% | 654 |
|
|
2023
Q2 | $5.91M | Sell |
250,589
-150,193
| -37% | -$3.54M | 0.06% | 115 |
|
|
2023
Q1 | $9.49M | Buy |
400,782
+123,423
| +44% | +$2.92M | 0.11% | 94 |
|
|
2022
Q4 | $6.62M | Sell |
277,359
-41,763
| -13% | -$996K | 0.09% | 107 |
|
|
2022
Q3 | $7.19M | Buy |
319,122
+214,972
| +206% | +$4.84M | 0.1% | 101 |
|
|
2022
Q2 | $2.47M | Buy |
104,150
+37,606
| +57% | +$891K | 0.03% | 190 |
|
|
2022
Q1 | $1.66M | Buy |
+66,544
| New | +$1.66M | 0.02% | 198 |
|