American National Bank & Trust’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

American National Bank & Trust’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
2022 Q2	–	Sell	-6,487	Closed	-$162K	–	452
2022 Q1	$162K	Hold	6,487	–	–	0.03%	129
2021 Q4	$176K	Buy	+6,487	New	+$175K	0.03%	130
2015 Q2	–	Sell	-150	Closed	-$4K	–	326
2015 Q1	$4K	Hold	150	–	–	﹤0.01%	247
2014 Q4	$4K	Hold	150	–	–	﹤0.01%	250
2014 Q3	$4K	Buy	+150	New	+$3.73K	﹤0.01%	259

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

American National Bank & Trust's PZA Position: Q2 2022 in Review

American National Bank & Trust sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2022, closing a stake of 6,487 shares — an estimated $162K sold.

American National Bank & Trust first reported a position in PZA in Q3 2014 and held it in 5 quarters. The position peaked at $176K in Q4 2021. 196 funds tracked by Wall St. Rank hold PZA as of Q2 2022.

American National Bank & Trust reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
American National Bank & Trust sold 6,487 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2022, an estimated $162K.
American National Bank & Trust first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2014 and held it in 5 quarters.
American National Bank & Trust's Invesco National AMT-Free Municipal Bond ETF position peaked at $176K in Q4 2021.
196 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2022.

Based on American National Bank & Trust's 13F filing for Q2 2022, filed 11 Jul 2022.