Cardan Capital Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Cardan Capital Partners’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 Q3	$1.8M	Buy	66,893 +669	+1%	+$18.2K	0.2%	104
2021 Q2	$1.8M	Sell	66,224 -12,355	-16%	-$335K	0.2%	113
2021 Q1	$2.1M	Sell	78,579 -18,268	-19%	-$493K	0.25%	100
2020 Q4	$2.63M	Sell	96,847 -26,346	-21%	-$705K	0.32%	88
2020 Q3	$3.28M	Sell	123,193 -26,615	-18%	-$714K	0.44%	77
2020 Q2	$3.98M	Sell	149,808 -815	-0.5%	-$21.2K	0.57%	56
2020 Q1	$3.89M	Sell	150,623 -6,730	-4%	-$178K	0.65%	41
2019 Q4	$4.16M	Buy	157,353 +6,297	+4%	+$167K	0.56%	51
2019 Q3	$4.01M	Buy	151,056 +2,447	+2%	+$64.8K	0.57%	50
2019 Q2	$3.88M	Sell	148,609 -8,416	-5%	-$218K	0.59%	52
2019 Q1	$4.03M	Sell	157,025 -9,581	-6%	-$241K	0.65%	45
2018 Q4	$4.16M	Buy	166,606 +16,765	+11%	+$414K	0.73%	40
2018 Q3	$3.71M	Sell	149,841 -2,678	-2%	-$67.2K	0.58%	48
2018 Q2	$3.83M	Buy	152,519 +1,835	+1%	+$46.1K	0.63%	44
2018 Q1	$3.79M	Sell	150,684 -8,760	-5%	-$221K	0.63%	46
2017 Q4	$4.12M	Buy	159,444 +3,388	+2%	+$86.9K	0.78%	41
2017 Q3	$3.99M	Sell	156,056 -16,672	-10%	-$427K	0.8%	38
2017 Q2	$4.39M	Sell	172,728 -9,455	-5%	-$240K	0.86%	36
2017 Q1	$4.56M	Buy	182,183 +9,073	+5%	+$227K	0.95%	33
2016 Q4	$4.31M	Sell	173,110 -20,541	-11%	-$518K	0.96%	36
2016 Q3	$5.04M	Buy	193,651 +15,693	+9%	+$412K	1.13%	29
2016 Q2	$4.72M	Buy	177,958 +4,745	+3%	+$124K	1.16%	30
2016 Q1	$4.46M	Buy	173,213 +101,547	+142%	+$2.6M	1.11%	33
2015 Q4	$1.82M	Buy	+71,666	New	+$1.81M	0.78%	44

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Cardan Capital Partners's PZA Position: Q3 2021 in Review

Cardan Capital Partners increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 1% in Q3 2021, buying an estimated $18.2K and bringing the position to 66,893 shares worth $1.8M. The position accounts for 0.2% of the portfolio, ranked #104.

Cardan Capital Partners first reported a position in PZA in Q4 2015 and has held it in 24 quarters since. The position peaked at $5.04M in Q3 2016. 191 funds tracked by Wall St. Rank hold PZA as of Q3 2021.

Cardan Capital Partners held 66,893 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.8M as of Q3 2021.
Cardan Capital Partners bought 669 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2021, an estimated $18.2K.
Invesco National AMT-Free Municipal Bond ETF made up 0.2% of Cardan Capital Partners's portfolio in Q3 2021, its #104 holding.
Cardan Capital Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2015 and has held it in 24 quarters since.
Cardan Capital Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $5.04M in Q3 2016.
191 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.