Baystate Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Baystate Wealth 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
2023 Q4	$12.2K	Buy	+502	New	+$11.5K	﹤0.01%	682
2020 Q1	–	Sell	-259	Closed	-$7K	–	664
2019 Q4	$7K	Buy	259 +2	+0.8%	+$53	﹤0.01%	426
2019 Q3	$7K	Buy	257 +2	+0.8%	+$53	﹤0.01%	393
2019 Q2	$7K	Buy	255 +2	+0.8%	+$52	﹤0.01%	397
2019 Q1	$7K	Buy	253 +2	+0.8%	+$50	﹤0.01%	414
2018 Q4	$6K	Buy	251 +2	+0.8%	+$49	﹤0.01%	427
2018 Q3	$6K	Buy	249 +2	+0.8%	+$50	﹤0.01%	427
2018 Q2	$6K	Buy	247 +1	+0.4%	+$25	﹤0.01%	432
2018 Q1	$6K	Hold	246	–	–	﹤0.01%	408
2017 Q4	$6K	Buy	+246	New	+$6.31K	﹤0.01%	420

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baystate Wealth Management's PZA Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2023: 502 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in PZA as recently as Q4 2019.

Baystate Wealth Management first reported a position in PZA in Q4 2017 and has held it in 10 quarters since. 203 funds tracked by Wall St. Rank hold PZA as of Q4 2023.

Baystate Wealth Management held 502 shares of Invesco National AMT-Free Municipal Bond ETF worth $12.2K as of Q4 2023.
Invesco National AMT-Free Municipal Bond ETF was a new Baystate Wealth Management position in Q4 2023.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #682 holding.
Baystate Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and has held it in 10 quarters since.
203 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.