Apollon Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Apollon Wealth Management’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 Q1	–	Sell	-7,552	Closed	-$205K	–	816
2021 Q4	$205K	Buy	+7,552	New	+$204K	0.02%	700
2021 Q2	–	Sell	-9,154	Closed	-$245K	–	377
2021 Q1	$245K	Buy	+9,154	New	+$247K	0.05%	301
2020 Q4	–	Sell	-9,220	Closed	-$246K	–	246
2020 Q3	$246K	Hold	9,220	–	–	0.11%	127
2020 Q2	$245K	Buy	9,220 +132	+1%	+$3.44K	0.14%	84
2020 Q1	$234K	Sell	9,088 -142	-2%	-$3.75K	0.24%	51
2019 Q4	$246K	Buy	9,230 +142	+2%	+$3.76K	0.22%	59
2019 Q3	$241K	Buy	+9,088	New	+$241K	0.25%	51

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Apollon Wealth Management's PZA Position: Q1 2022 in Review

Apollon Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2022, closing a stake of 7,552 shares — an estimated $205K sold.

Apollon Wealth Management first reported a position in PZA in Q3 2019 and held it in 7 quarters. The position peaked at $246K in Q3 2020. 197 funds tracked by Wall St. Rank hold PZA as of Q1 2022.

Apollon Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Apollon Wealth Management sold 7,552 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $205K.
Apollon Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2019 and held it in 7 quarters.
Apollon Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $246K in Q3 2020.
197 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Apollon Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.