Carolinas Wealth Consulting’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Carolinas Wealth Consulting’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
2022 Q4	–	Sell	-2,109	Closed	-$47K	–	1092
2022 Q3	$47K	Sell	2,109 -5,918	-74%	-$139K	0.01%	335
2022 Q2	$188K	Buy	8,027 +51	+0.6%	+$1.21K	0.05%	168
2022 Q1	$199K	Sell	7,976 -1,768	-18%	-$46K	0.04%	169
2021 Q4	$264K	Buy	9,744 +55	+0.6%	+$1.48K	0.06%	147
2021 Q3	$260K	Buy	9,689 +57	+0.6%	+$1.55K	0.06%	130
2021 Q2	$263K	Buy	9,632 +56	+0.6%	+$1.52K	0.06%	140
2021 Q1	$256K	Buy	9,576 +58	+0.6%	+$1.56K	0.06%	138
2020 Q4	$258K	Buy	9,518 +56	+0.6%	+$1.5K	0.07%	129
2020 Q3	$252K	Buy	9,462 +51	+0.5%	+$1.37K	0.08%	106
2020 Q2	$250K	Buy	9,411 +64	+0.7%	+$1.67K	0.1%	92
2020 Q1	$241K	Buy	9,347 +63	+0.7%	+$1.66K	0.13%	85
2019 Q4	$244K	Buy	+9,284	New	+$246K	0.25%	52

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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

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

Carolinas Wealth Consulting's PZA Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2022, closing a stake of 2,109 shares — an estimated $47K sold.

Carolinas Wealth Consulting first reported a position in PZA in Q4 2019 and held it in 12 quarters. The position peaked at $264K in Q4 2021. 177 funds tracked by Wall St. Rank hold PZA as of Q4 2022.

Carolinas Wealth Consulting reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Carolinas Wealth Consulting sold 2,109 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2022, an estimated $47K.
Carolinas Wealth Consulting first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 12 quarters.
Carolinas Wealth Consulting's Invesco National AMT-Free Municipal Bond ETF position peaked at $264K in Q4 2021.
177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.