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American Financial & Tax Strategies’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

American Financial & Tax Strategies’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
2024
Q1 		– Sell
-123,948
Closed -$2.87M – 96
2023
Q4 		$2.87M Buy
+123,948
New +$2.83M 1.64% 26

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

American Financial & Tax Strategies's PZA Position: Q1 2024 in Review

American Financial & Tax Strategies sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2024, closing a stake of 123,948 shares — an estimated $2.87M sold.

American Financial & Tax Strategies first reported a position in PZA in Q4 2023 and held it in 1 quarter. The position peaked at $2.87M in Q4 2023. 199 funds tracked by Wall St. Rank hold PZA as of Q1 2024.

  • American Financial & Tax Strategies reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • American Financial & Tax Strategies sold 123,948 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2024, an estimated $2.87M.
  • American Financial & Tax Strategies first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • American Financial & Tax Strategies's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.87M in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2024.

Based on American Financial & Tax Strategies's 13F filing for Q1 2024, filed 2 Aug 2024.