Bernardo Wealth Planning LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History

Bernardo Wealth Planning LLC

$507 Million
Q3 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 32,751 shares of PZA stock, worth $762,443. This represents 0.15% of its overall portfolio holdings.

Number of Shares

32,751

Previous 32,370 1.18%

Holding current value

$762,443

Previous $725,000 4.28%

% of portfolio

0.15%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$21.89 - $23.17 $8,340 - $8,827	381 Added 1.18%	32,751 $756,000
Q2 2025 Aug 13, 2025	SELL	$22.18 - $23.36 $65,896 - $69,402	-2,971 Reduced 8.41%	32,370 $725,000
Q1 2025 Apr 22, 2025	SELL	$22.83 - $23.75 $17,967 - $18,691	-787 Reduced 2.18%	35,341 $814,000
Q4 2024 Jan 16, 2025	SELL	$23.42 - $24.25 $21,312 - $22,067	-910 Reduced 2.46%	36,128 $852,000
Q3 2024 Oct 18, 2024	SELL	$23.57 - $24.19 $51,076 - $52,419	-2,167 Reduced 5.53%	37,038 $889,000

Q2 2024 Jul 10, 2024	BUY	$23.33 - $23.97 $464,290 - $477,026	19,901 Added 103.09%	39,205 $928,000
Q1 2024 May 07, 2024	BUY	$23.73 - $24.28 $458,083 - $468,701	19,304 New	19,304 $460,000

Others Institutions Holding PZA

# of Institutions

279

Shares Held

102M

Call Options Held

705K

Put Options Held

View Full List

About INVESCO ETF TR II NATL AMT-FRE

Ticker PZA
Sector ETFs
Industry ETFs

More about PZA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.

Account

Bernardo Wealth Planning LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History