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Capital Directions Investment Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Capital Directions Investment 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
2021
Q4 		– Sell
-329
Closed -$9K – 176
2021
Q3 		$9K Buy
+329
New +$8.97K ﹤0.01% 237

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

Capital Directions Investment Advisors's PZA Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2021, closing a stake of 329 shares — an estimated $9K sold.

Capital Directions Investment Advisors first reported a position in PZA in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 211 funds tracked by Wall St. Rank hold PZA as of Q4 2021.

  • Capital Directions Investment Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 329 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2021, an estimated $9K.
  • Capital Directions Investment Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2021 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $9K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.