American Portfolios Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

American Portfolios Advisors’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 Q3	$1.24M	Buy	56,024 +1,480	+3%	+$34.7K	0.05%	362
2022 Q2	$1.28M	Sell	54,544 -4,003	-7%	-$95.1K	0.05%	360
2022 Q1	$1.46M	Sell	58,547 -101	-0.2%	-$2.63K	0.05%	370
2021 Q4	$1.59M	Buy	58,648 +8,050	+16%	+$217K	0.05%	338
2021 Q3	$1.36M	Buy	50,598 +3,319	+7%	+$90.5K	0.05%	353
2021 Q2	$1.29M	Buy	47,279 +1,463	+3%	+$39.7K	0.05%	356
2021 Q1	$1.23M	Buy	45,816 +1,147	+3%	+$30.9K	0.05%	346
2020 Q4	$1.21M	Buy	44,669 +2,477	+6%	+$66.3K	0.06%	299
2020 Q3	$1.12M	Buy	42,192 +2,983	+8%	+$80K	0.06%	266
2020 Q2	$1.04M	Buy	39,209 +1,908	+5%	+$49.7K	0.07%	271
2020 Q1	$962K	Buy	37,301 +770	+2%	+$20.3K	0.08%	230
2019 Q4	$967K	Buy	36,531 +6,591	+22%	+$174K	0.07%	275
2019 Q3	$795K	Buy	29,940 +3,030	+11%	+$80.2K	0.07%	291
2019 Q2	$703K	Buy	26,910 +2,808	+12%	+$72.7K	0.06%	309
2019 Q1	$618K	Buy	24,102 +1,347	+6%	+$33.9K	0.06%	311
2018 Q4	$568K	Buy	22,755 +622	+3%	+$15.3K	0.07%	253
2018 Q3	$549K	Buy	22,133 +2,414	+12%	+$60.5K	0.06%	289
2018 Q2	$495K	Buy	19,719 +1,320	+7%	+$33.1K	0.07%	284
2018 Q1	$463K	Buy	18,399 +58	+0.3%	+$1.47K	0.07%	279
2017 Q4	$473K	Buy	+18,341	New	+$470K	0.07%	270

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

American Portfolios Advisors's PZA Position: Q3 2022 in Review

American Portfolios Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 2.7% in Q3 2022, buying an estimated $34.7K and bringing the position to 56,024 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #362.

American Portfolios Advisors first reported a position in PZA in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.59M in Q4 2021. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

American Portfolios Advisors held 56,024 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.24M as of Q3 2022.
American Portfolios Advisors bought 1,480 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $34.7K.
Invesco National AMT-Free Municipal Bond ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #362 holding.
American Portfolios Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.59M in Q4 2021.
181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.