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Annapolis Financial Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Annapolis Financial Services’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
-638
Closed -$15.4K – 434
2023
Q4 		$15.4K Buy
+638
New +$14.6K ﹤0.01% 307

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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Annapolis Financial Services's PZA Position: Q1 2024 in Review

Annapolis Financial Services sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2024, closing a stake of 638 shares — an estimated $15.4K sold.

Annapolis Financial Services first reported a position in PZA in Q4 2023 and held it in 1 quarter. The position peaked at $15.4K in Q4 2023. 199 funds tracked by Wall St. Rank hold PZA as of Q1 2024.

  • Annapolis Financial Services reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 638 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2024, an estimated $15.4K.
  • Annapolis Financial Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Annapolis Financial Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $15.4K in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.