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Baldwin Wealth Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Baldwin Wealth Partners’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
Q3 		– Sell
-1,693
Closed -$40K – 696
2022
Q2 		$40K Hold
1,693
– – 0.01% 380
2022
Q1 		$42K Buy
+1,693
New +$44K ﹤0.01% 396

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TNBTD
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
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

Baldwin Wealth Partners's PZA Position: Q3 2022 in Review

Baldwin Wealth Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2022, closing a stake of 1,693 shares — an estimated $40K sold.

Baldwin Wealth Partners first reported a position in PZA in Q1 2022 and held it in 2 quarters. The position peaked at $42K in Q1 2022. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

  • Baldwin Wealth Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,693 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $40K.
  • Baldwin Wealth Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2022 and held it in 2 quarters.
  • Baldwin Wealth Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $42K in Q1 2022.
  • 181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on Baldwin Wealth Partners's 13F filing for Q3 2022, filed 14 Oct 2022.