4FG
PZA icon

4Thought Financial Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

4Thought Financial Group’s Portfolio PZA Stock Details PZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-499
Closed -$13K – 111
2021
Q1 		$13K Buy
+499
New +$13.5K 0.01% 84

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

4Thought Financial Group's PZA Position: Q2 2021 in Review

4Thought Financial Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2021, closing a stake of 499 shares — an estimated $13K sold.

4Thought Financial Group first reported a position in PZA in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 187 funds tracked by Wall St. Rank hold PZA as of Q2 2021.

  • 4Thought Financial Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
  • 4Thought Financial Group sold 499 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2021, an estimated $13K.
  • 4Thought Financial Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2021 and held it in 1 quarter.
  • 4Thought Financial Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $13K in Q1 2021.
  • 187 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2021.

Based on 4Thought Financial Group's 13F filing for Q2 2021, filed 30 Jul 2021.