Baldrige Asset Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Baldrige Asset 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 Q2	–	Sell	-2,142	Closed	-$53K	–	325
2022 Q1	$53K	Buy	2,142 +508	+31%	+$13.2K	0.02%	174
2021 Q4	$44K	Hold	1,634	–	–	0.02%	179
2021 Q3	$44K	Buy	1,634 +390	+31%	+$10.6K	0.02%	172
2021 Q2	$34K	Buy	+1,244	New	+$33.7K	0.01%	193

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Baldrige Asset Management's PZA Position: Q2 2022 in Review

Baldrige Asset Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2022, closing a stake of 2,142 shares — an estimated $53K sold.

Baldrige Asset Management first reported a position in PZA in Q2 2021 and held it in 4 quarters. The position peaked at $53K in Q1 2022. 196 funds tracked by Wall St. Rank hold PZA as of Q2 2022.

Baldrige Asset Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Baldrige Asset Management sold 2,142 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2022, an estimated $53K.
Baldrige Asset Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2021 and held it in 4 quarters.
Baldrige Asset Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $53K in Q1 2022.
196 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2022.

Based on Baldrige Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.