Atlas Private Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-1,070	Closed	-$29K	–	573
2021 Q3	$29K	Buy	1,070 +160	+18%	+$4.36K	0.02%	297
2021 Q2	$25K	Buy	910 +160	+21%	+$4.34K	0.01%	331
2021 Q1	$20K	Hold	750	–	–	0.01%	380
2020 Q4	$20K	Hold	750	–	–	0.01%	332
2020 Q3	$20K	Hold	750	–	–	0.02%	307
2020 Q2	$20K	Buy	+750	New	+$19.5K	0.02%	316

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Atlas Private Wealth Advisors's PZA Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2021, closing a stake of 1,070 shares — an estimated $29K sold.

Atlas Private Wealth Advisors first reported a position in PZA in Q2 2020 and held it in 6 quarters. The position peaked at $29K in Q3 2021. 211 funds tracked by Wall St. Rank hold PZA as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,070 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2021, an estimated $29K.
Atlas Private Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $29K in Q3 2021.
211 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.