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Columbus Macro’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Columbus Macro’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
-16,436
Closed -$363K – 187
2022
Q3 		$363K Sell
16,436
-3,366
-17% -$79K 0.15% 137
2022
Q2 		$464K Buy
19,802
+92
+0.5% +$2.19K 0.18% 123
2022
Q1 		$491K Hold
19,710
– – 0.17% 121
2021
Q4 		$534K Sell
19,710
-1,118
-5% -$30.1K 0.18% 117
2021
Q3 		$559K Buy
20,828
+270
+1% +$7.36K 0.18% 115
2021
Q2 		$560K Hold
20,558
– – 0.17% 116
2021
Q1 		$550K Buy
20,558
+1,037
+5% +$28K 0.17% 122
2020
Q4 		$529K Hold
19,521
– – 0.16% 109
2020
Q3 		$520K Hold
19,521
– – 0.16% 103
2020
Q2 		$518K Sell
19,521
-228
-1% -$5.94K 0.14% 92
2020
Q1 		$510K Sell
19,749
-521
-3% -$13.8K 0.15% 108
2019
Q4 		$536K Sell
20,270
-6,251
-24% -$165K 0.12% 122
2019
Q3 		$704K Sell
26,521
-145
-0.5% -$3.84K 0.18% 76
2019
Q2 		$697K Sell
26,666
-1,998
-7% -$51.7K 0.15% 84
2019
Q1 		$736K Sell
28,664
-2,522
-8% -$63.5K 0.16% 79
2018
Q4 		$779K Buy
31,186
+1,000
+3% +$24.7K 0.18% 71
2018
Q3 		$748K Buy
30,186
+4,057
+16% +$102K 0.19% 76
2018
Q2 		$656K Buy
26,129
+384
+1% +$9.64K 0.17% 76
2018
Q1 		$647K Buy
25,745
+664
+3% +$16.8K 0.17% 71
2017
Q4 		$647K Buy
+25,081
New +$643K 0.2% 66

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

Columbus Macro's PZA Position: Q4 2022 in Review

Columbus Macro sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2022, closing a stake of 16,436 shares — an estimated $363K sold.

Columbus Macro first reported a position in PZA in Q4 2017 and held it in 20 quarters. The position peaked at $779K in Q4 2018. 177 funds tracked by Wall St. Rank hold PZA as of Q4 2022.

  • Columbus Macro reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Columbus Macro sold 16,436 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2022, an estimated $363K.
  • Columbus Macro first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 20 quarters.
  • Columbus Macro's Invesco National AMT-Free Municipal Bond ETF position peaked at $779K in Q4 2018.
  • 177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2022.

Based on Columbus Macro's 13F filing for Q4 2022, filed 3 Feb 2023.