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

BCS 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 Q1	–	Sell	-9,473	Closed	-$217K	–	188
2022 Q4	$217K	Hold	9,473	–	–	0.09%	176
2022 Q3	$209K	Hold	9,473	–	–	0.1%	171
2022 Q2	$222K	Sell	9,473 -2,304	-20%	-$54.7K	0.1%	164
2022 Q1	$294K	Hold	11,777	–	–	0.12%	152
2021 Q4	$319K	Sell	11,777 -7,435	-39%	-$200K	0.11%	153
2021 Q3	$516K	Hold	19,212	–	–	0.22%	92
2021 Q2	$524K	Buy	19,212 +552	+3%	+$15K	0.28%	76
2021 Q1	$499K	Sell	18,660 -1,493	-7%	-$40.3K	0.24%	82
2020 Q4	$546K	Sell	20,153 -219	-1%	-$5.86K	0.28%	72
2020 Q3	$542K	Hold	20,372	–	–	0.31%	66
2020 Q2	$541K	Hold	20,372	–	–	0.32%	64
2020 Q1	$526K	Buy	20,372 +1,186	+6%	+$31.3K	0.37%	55
2019 Q4	$508K	Buy	+19,186	New	+$508K	0.34%	55

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BCS Wealth Management's PZA Position: Q1 2023 in Review

BCS Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2023, closing a stake of 9,473 shares — an estimated $217K sold.

BCS Wealth Management first reported a position in PZA in Q4 2019 and held it in 13 quarters. The position peaked at $546K in Q4 2020. 171 funds tracked by Wall St. Rank hold PZA as of Q1 2023.

BCS Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
BCS Wealth Management sold 9,473 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2023, an estimated $217K.
BCS Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 13 quarters.
BCS Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $546K in Q4 2020.
171 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2023.

Based on BCS Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.