WAG
Wiser Advisor Group’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 | – | Sell |
-19,472
| Closed | -$449K | – | 201 |
|
|
2025
Q1 | $449K | Sell |
19,472
-1,312
| -6% | -$30.2K | 0.66% | 33 |
|
|
2024
Q4 | $491K | Sell |
20,784
-691
| -3% | -$16.3K | 0.71% | 31 |
|
|
2024
Q3 | $519K | Sell |
21,475
-455
| -2% | -$11K | 0.77% | 31 |
|
|
2024
Q2 | $519K | Hold |
21,930
| – | – | 0.82% | 29 |
|
|
2024
Q1 | $523K | Hold |
21,930
| – | – | 0.82% | 29 |
|
|
2023
Q4 | $530K | Buy |
+21,930
| New | +$530K | 0.88% | 27 |
|