Cetera Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.74M | Buy |
72,933
+46,454
| +175% | +$1.11M | 0.01% | 877 |
|
|
2023
Q4 | $640K | Sell |
26,479
-3,097
| -10% | -$70.7K | 0.01% | 987 |
|
|
2023
Q3 | $655K | Buy |
29,576
+3,100
| +12% | +$71.8K | 0.01% | 911 |
|
|
2023
Q2 | $625K | Buy |
26,476
+5,363
| +25% | +$126K | 0.01% | 939 |
|
|
2023
Q1 | $500K | Buy |
21,113
+1,060
| +5% | +$24.9K | 0.01% | 1011 |
|
|
2022
Q4 | $460K | Buy |
20,053
+10,524
| +110% | +$238K | 0.01% | 1021 |
|
|
2022
Q3 | $210K | Buy |
9,529
+891
| +10% | +$20.9K | 0.01% | 1119 |
|
|
2022
Q2 | $202K | Sell |
8,638
-3,446
| -29% | -$81.8K | ﹤0.01% | 1236 |
|
|
2022
Q1 | $301K | Sell |
12,084
-9,728
| -45% | -$253K | 0.01% | 1106 |
|
|
2021
Q4 | $591K | Sell |
21,812
-4,553
| -17% | -$123K | 0.01% | 821 |
|
|
2021
Q3 | $708K | Buy |
26,365
+5,407
| +26% | +$147K | 0.01% | 732 |
|
|
2021
Q2 | $571K | Buy |
20,958
+5,686
| +37% | +$154K | 0.01% | 764 |
|
|
2021
Q1 | $409K | Buy |
+15,272
| New | +$412K | 0.01% | 828 |
|
|
2019
Q2 | – | Sell |
-5,913
| Closed | -$152K | – | 1203 |
|
|
2019
Q1 | $152K | Buy |
+5,913
| New | +$149K | 0.01% | 830 |
|
|
2018
Q4 | – | Sell |
-27,851
| Closed | -$687K | – | 941 |
|
|
2018
Q3 | $687K | Buy |
27,851
+3,536
| +15% | +$88.7K | 0.03% | 456 |
|
|
2018
Q2 | $611K | Sell |
24,315
-127
| -0.5% | -$3.19K | 0.04% | 451 |
|
|
2018
Q1 | $616K | Buy |
24,442
+779
| +3% | +$19.7K | 0.04% | 419 |
|
|
2017
Q4 | $608K | Sell |
23,663
-200
| -0.8% | -$5.13K | 0.04% | 395 |
|
|
2017
Q3 | $609K | Buy |
23,863
+225
| +1% | +$5.76K | 0.04% | 415 |
|
|
2017
Q2 | $601K | Buy |
+23,638
| New | +$599K | 0.04% | 415 |
|
|
2015
Q4 | – | Sell |
-12,231
| Closed | -$306K | – | 758 |
|
|
2015
Q3 | $306K | Buy |
12,231
+3,000
| +32% | +$75K | 0.03% | 486 |
|
|
2015
Q2 | $228K | Buy |
9,231
+321
| +4% | +$8.04K | 0.02% | 615 |
|
|
2015
Q1 | $227K | Hold |
8,910
| – | – | 0.02% | 596 |
|
|
2014
Q4 | $227K | Hold |
8,910
| – | – | 0.02% | 562 |
|
|
2014
Q3 | $224K | Hold |
8,910
| – | – | 0.02% | 520 |
|
|
2014
Q2 | $220K | Hold |
8,910
| – | – | 0.02% | 515 |
|
|
2014
Q1 | $215K | Hold |
8,910
| – | – | 0.03% | 472 |
|
|
2013
Q4 | $205K | Sell |
8,910
-1,850
| -17% | -$42.7K | 0.03% | 456 |
|
|
2013
Q3 | $249K | Sell |
10,760
-4,700
| -30% | -$108K | 0.04% | 369 |
|
|
2013
Q2 | $371K | Buy |
+15,460
| New | +$389K | 0.08% | 262 |
|
Other funds holding PZA
Cetera Advisors's PZA Position: Q1 2024 in Review
Cetera Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 175% in Q1 2024, buying an estimated $1.11M and bringing the position to 72,933 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #877.
Cetera Advisors first reported a position in PZA in Q2 2013 and has held it in 30 quarters since. 199 funds tracked by Wall St. Rank hold PZA as of Q1 2024.
- Cetera Advisors held 72,933 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.74M as of Q1 2024.
- Cetera Advisors bought 46,454 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2024, an estimated $1.11M.
- Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #877 holding.
- Cetera Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2013 and has held it in 30 quarters since.
- 199 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.