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Archford Capital Strategies’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Archford Capital 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
2022
Q4 		– Sell
-10,314
Closed -$228K – 288
2022
Q3 		$228K Sell
10,314
-1,778
-15% -$41.7K 0.06% 251
2022
Q2 		$283K Hold
12,092
– – 0.07% 234
2022
Q1 		$299K Sell
12,092
-2,493
-17% -$64.8K 0.07% 239
2021
Q4 		$395K Hold
14,585
– – 0.09% 215
2021
Q3 		$392K Sell
14,585
-1,293
-8% -$35.3K 0.09% 219
2021
Q2 		$433K Hold
15,878
– – 0.11% 199
2021
Q1 		$431K Sell
15,878
-1,920
-11% -$51.8K 0.11% 191
2020
Q4 		$481K Hold
17,798
– – 0.11% 187
2020
Q3 		$474K Hold
17,798
– – 0.13% 178
2020
Q2 		$473K Hold
17,798
– – 0.14% 163
2020
Q1 		$459K Buy
17,798
+1,082
+6% +$28.6K 0.18% 150
2019
Q4 		$442K Sell
16,716
-733
-4% -$19.4K 0.15% 171
2019
Q3 		$463K Hold
17,449
– – 0.17% 156
2019
Q2 		$456K Buy
17,449
+452
+3% +$11.7K 0.17% 159
2019
Q1 		$436K Buy
16,997
+129
+0.8% +$3.25K 0.16% 169
2018
Q4 		$421K Hold
16,868
– – 0.17% 158
2018
Q3 		$418K Hold
16,868
– – 0.15% 164
2018
Q2 		$424K Sell
16,868
-5,897
-26% -$148K 0.15% 164
2018
Q1 		$588K Buy
22,765
+2,923
+15% +$73.9K 0.25% 103
2017
Q4 		$512K Sell
19,842
-4,685
-19% -$120K 0.19% 143
2017
Q3 		$627K Buy
24,527
+2,923
+14% +$74.9K 0.24% 130
2017
Q2 		$550K Sell
21,604
-3,769
-15% -$95.5K 0.22% 138
2017
Q1 		$636K Buy
25,373
+935
+4% +$23.4K 0.24% 133
2016
Q4 		$607K Buy
24,438
+1,227
+5% +$31K 0.26% 121
2016
Q3 		$604K Sell
23,211
-1,600
-6% -$42K 0.25% 130
2016
Q2 		$659K Buy
24,811
+3,466
+16% +$90.4K 0.35% 94
2016
Q1 		$549K Sell
21,345
-2,923
-12% -$74.9K 0.26% 128
2015
Q4 		$615K Buy
+24,268
New +$612K 0.28% 120

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Archford Capital Strategies's PZA Position: Q4 2022 in Review

Archford Capital Strategies sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2022, closing a stake of 10,314 shares — an estimated $228K sold.

Archford Capital Strategies first reported a position in PZA in Q4 2015 and held it in 28 quarters. The position peaked at $659K in Q2 2016. 177 funds tracked by Wall St. Rank hold PZA as of Q4 2022.

  • Archford Capital Strategies reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Archford Capital Strategies sold 10,314 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2022, an estimated $228K.
  • Archford Capital Strategies first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2015 and held it in 28 quarters.
  • Archford Capital Strategies's Invesco National AMT-Free Municipal Bond ETF position peaked at $659K in Q2 2016.
  • 177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2022.

Based on Archford Capital Strategies's 13F filing for Q4 2022, filed 26 Jan 2023.