Creative Planning
Position in PZA — Invesco National AMT-Free Municipal Bond ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in PZA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PZA | $979,131 | 42,608 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 PZA | $1,045,057 | 45,065 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 PZA | $1,046,831 | 45,337 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 PZA | $1,734,463 | 77,466 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 PZA | $3,122,910 | 135,543 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 PZA | $233,243 | 9,879 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 PZA | $432,743 | 17,919 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 PZA | $470,119 | 19,853 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 PZA | $568,845 | 23,871 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 PZA | $815,954 | 33,745 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 PZA | $945,589 | 42,671 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 PZA | $342,506 | 14,513 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 PZA | $320,556 | 13,537 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 PZA | $359,194 | 15,658 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 PZA | $320,976 | 14,537 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 PZA | $348,271 | 14,858 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 PZA | $425,081 | 17,051 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 PZA | $581,482 | 21,449 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 PZA | $598,199 | 22,271 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 PZA | $635,757 | 23,322 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 PZA | $607,853 | 22,715 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 PZA | $675,201 | 24,906 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 PZA | $543,518 | 20,410 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||