Integrated Wealth Concepts LLC
Position in PZA — Invesco National AMT-Free Municipal Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in PZA
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PZA | $5,991,897 | 260,744 | Shares | Other | 2026-05-15 | |
| 2025-12-31 PZA | $5,138,254 | 221,572 | Shares | Other | 2026-02-13 | |
| 2025-09-30 PZA | $4,084,805 | 176,908 | Shares | Other | 2025-11-14 | |
| 2025-06-30 PZA | $2,749,402 | 122,796 | Shares | Other | 2025-08-14 | |
| 2025-03-31 PZA | $3,113,280 | 135,125 | Shares | Other | 2025-05-15 | |
| 2024-12-31 PZA | $1,816,978 | 76,958 | Shares | Other | 2025-02-14 | |
| 2024-09-30 PZA | $1,561,080 | 64,641 | Shares | Other | 2024-11-14 | |
| 2024-06-30 PZA | $1,311,232 | 55,373 | Shares | Other | 2024-08-14 | |
| 2024-03-31 PZA | $1,469,381 | 61,661 | Shares | Other | 2024-05-15 | |
| 2023-12-31 PZA | $1,493,574 | 61,769 | Shares | Other | 2024-02-13 | |
| 2023-09-30 PZA | $2,608,697 | 117,721 | Shares | Other | 2023-11-15 | |
| 2023-06-30 PZA | $39,586,687 | 1,677,402 | Shares | Other | 2023-08-15 | |
| 2023-03-31 PZA | $2,872,312 | 121,297 | Shares | Other | 2023-05-03 | |
| 2022-12-31 PZA | $2,669,963 | 116,389 | Shares | Other | 2023-02-13 | |
| 2022-09-30 PZA | $2,160,417 | 97,845 | Shares | Other | 2022-11-14 | |
| 2022-06-30 PZA | $2,050,437 | 87,476 | Shares | Other | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||