Bernardo Wealth Planning LLC
Position in PZA — Invesco National AMT-Free Municipal Bond ETF
CIK 1765595
HARLEYSVILLE, PA
All Filings in PZA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PZA | $802,185 | 34,908 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 PZA | $838,619 | 36,163 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 PZA | $756,220 | 32,751 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 PZA | $724,764 | 32,370 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 PZA | $814,256 | 35,341 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 PZA | $852,982 | 36,128 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 PZA | $894,467 | 37,038 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 PZA | $928,374 | 39,205 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 PZA | $460,014 | 19,304 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||