Carroll Financial Associates’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Carroll Financial Associates’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	$10K	Hold	400	–	–	﹤0.01%	1168
2021 Q3	$10K	Hold	400	–	–	﹤0.01%	1223
2021 Q2	$10K	Hold	400	–	–	﹤0.01%	1298
2021 Q1	$10K	Hold	400	–	–	﹤0.01%	1218
2020 Q4	$10K	Hold	400	–	–	﹤0.01%	1120
2020 Q3	$10K	Hold	400	–	–	﹤0.01%	1031
2020 Q2	$10K	Hold	400	–	–	﹤0.01%	1034
2020 Q1	$10K	Hold	400	–	–	﹤0.01%	948
2019 Q4	$10K	Buy	+400	New	+$10.6K	﹤0.01%	1068

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 $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Carroll Financial Associates's PZA Position: Q4 2021 in Review

Carroll Financial Associates held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q4 2021 at 400 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Carroll Financial Associates first reported a position in PZA in Q4 2019 and has held it in 9 quarters since. 211 funds tracked by Wall St. Rank hold PZA as of Q4 2021.

Carroll Financial Associates held 400 shares of Invesco National AMT-Free Municipal Bond ETF worth $10K as of Q4 2021.
Carroll Financial Associates left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q4 2021.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1168 holding.
Carroll Financial Associates first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and has held it in 9 quarters since.
211 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.