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

Centaurus Financial’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
-7,261
Closed -$160K – 898
2022
Q3 		$160K Buy
7,261
+44
+0.6% +$1.03K 0.02% 679
2022
Q2 		$169K Buy
7,217
+611
+9% +$14.5K 0.02% 677
2022
Q1 		$165K Buy
6,606
+39
+0.6% +$1.01K 0.01% 722
2021
Q4 		$178K Buy
6,567
+37
+0.6% +$997 0.01% 708
2021
Q3 		$175K Sell
6,530
-1,040
-14% -$28.4K 0.01% 690
2021
Q2 		$206K Buy
7,570
+44
+0.6% +$1.19K 0.02% 664
2021
Q1 		$201K Sell
7,526
-1,954
-21% -$52.7K 0.02% 600
2020
Q4 		$257K Buy
9,480
+44
+0.5% +$1.18K 0.03% 499
2020
Q3 		$251K Buy
9,436
+2,040
+28% +$54.7K 0.03% 409
2020
Q2 		$196K Buy
7,396
+50
+0.7% +$1.3K 0.03% 426
2020
Q1 		$190K Buy
7,346
+49
+0.7% +$1.29K 0.04% 350
2019
Q4 		$193K Buy
+7,297
New +$193K 0.03% 469

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Centaurus Financial's PZA Position: Q4 2022 in Review

Centaurus Financial sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2022, closing a stake of 7,261 shares — an estimated $160K sold.

Centaurus Financial first reported a position in PZA in Q4 2019 and held it in 12 quarters. The position peaked at $257K in Q4 2020. 177 funds tracked by Wall St. Rank hold PZA as of Q4 2022.

  • Centaurus Financial reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Centaurus Financial sold 7,261 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2022, an estimated $160K.
  • Centaurus Financial first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 12 quarters.
  • Centaurus Financial's Invesco National AMT-Free Municipal Bond ETF position peaked at $257K in Q4 2020.
  • 177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2022.

Based on Centaurus Financial's 13F filing for Q4 2022, filed 13 Feb 2023.