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

Brophy 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
2024 Q3	$484K	Buy	+20,049	New	+$480K	0.17%	130

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

Brophy Wealth Management's PZA Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2024: 20,049 shares worth $484K. The stake represents 0.17% of the portfolio and ranks #130 among its holdings.

217 funds tracked by Wall St. Rank hold PZA as of Q3 2024.

Brophy Wealth Management held 20,049 shares of Invesco National AMT-Free Municipal Bond ETF worth $484K as of Q3 2024.
Invesco National AMT-Free Municipal Bond ETF was a new Brophy Wealth Management position in Q3 2024.
Invesco National AMT-Free Municipal Bond ETF made up 0.17% of Brophy Wealth Management's portfolio in Q3 2024, its #130 holding.
217 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.