Barnes Pettey Financial Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Barnes Pettey Financial 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
2024 Q3	–	Sell	-8,890	Closed	-$211K	–	103
2024 Q2	$211K	Hold	8,890	–	–	0.18%	93
2024 Q1	$212K	Hold	8,890	–	–	0.18%	89
2023 Q4	$215K	Sell	8,890 -3,171	-26%	-$72.4K	0.17%	93
2023 Q3	$267K	Hold	12,061	–	–	0.25%	74
2023 Q2	$285K	Hold	12,061	–	–	0.25%	76
2023 Q1	$286K	Hold	12,061	–	–	0.27%	76
2022 Q4	$277K	Hold	12,061	–	–	0.29%	79
2022 Q3	$266K	Hold	12,061	–	–	0.36%	72
2022 Q2	$283K	Hold	12,061	–	–	0.37%	69
2022 Q1	$301K	Hold	12,061	–	–	0.36%	67
2021 Q4	$327K	Buy	+12,061	New	+$325K	0.38%	65

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Barnes Pettey Financial Advisors's PZA Position: Q3 2024 in Review

Barnes Pettey Financial Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2024, closing a stake of 8,890 shares — an estimated $211K sold.

Barnes Pettey Financial Advisors first reported a position in PZA in Q4 2021 and held it in 11 quarters. The position peaked at $327K in Q4 2021. 217 funds tracked by Wall St. Rank hold PZA as of Q3 2024.

Barnes Pettey Financial Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 8,890 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2024, an estimated $211K.
Barnes Pettey Financial Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and held it in 11 quarters.
Barnes Pettey Financial Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $327K in Q4 2021.
217 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2024.

Based on Barnes Pettey Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.