Barclays
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Barclays’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Barclays’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
-182,156
Closed -$4.89M – 4619
2021
Q3 		$4.89M Sell
182,156
-52,175
-22% -$1.42M ﹤0.01% 1662
2021
Q2 		$6.39M Buy
234,331
+136,255
+139% +$3.7M ﹤0.01% 1453
2021
Q1 		$2.63M Buy
+98,076
New +$2.64M ﹤0.01% 2051

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barclays's PZA Position: Q4 2021 in Review

Barclays sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2021, closing a stake of 182,156 shares — an estimated $4.89M sold.

Barclays first reported a position in PZA in Q1 2021 and held it in 3 quarters. The position peaked at $6.39M in Q2 2021. 211 funds tracked by Wall St. Rank hold PZA as of Q4 2021.

  • Barclays reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Barclays sold 182,156 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2021, an estimated $4.89M.
  • Barclays first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2021 and held it in 3 quarters.
  • Barclays's Invesco National AMT-Free Municipal Bond ETF position peaked at $6.39M in Q2 2021.
  • 211 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.