Cedar Brook Financial Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Cedar Brook Financial 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
2022 Q3	–	Sell	-10,203	Closed	-$239K	–	364
2022 Q2	$239K	Buy	+10,203	New	+$242K	0.07%	289
2020 Q1	–	Sell	-7,795	Closed	-$206K	–	286
2019 Q4	$206K	Sell	7,795 -10	-0.1%	-$265	0.09%	274
2019 Q3	$207K	Buy	7,805 +99	+1%	+$2.62K	0.09%	283
2019 Q2	$201K	Buy	+7,706	New	+$200K	0.09%	283
2019 Q1	–	Sell	-9,632	Closed	-$241K	–	296
2018 Q4	$241K	Buy	+9,632	New	+$238K	0.15%	193

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Cedar Brook Financial Partners's PZA Position: Q3 2022 in Review

Cedar Brook Financial Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2022, closing a stake of 10,203 shares — an estimated $239K sold.

Cedar Brook Financial Partners first reported a position in PZA in Q4 2018 and held it in 5 quarters. The position peaked at $241K in Q4 2018. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

Cedar Brook Financial Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Cedar Brook Financial Partners sold 10,203 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $239K.
Cedar Brook Financial Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and held it in 5 quarters.
Cedar Brook Financial Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $241K in Q4 2018.
181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2022, filed 3 Jan 2023.