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Confluence Wealth Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-3,000
Closed -$81K – 924
2021
Q4 		$81K Buy
+3,000
New +$80.9K 0.03% 367

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TNBTD
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Confluence Wealth Services's PZA Position: Q1 2022 in Review

Confluence Wealth Services sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2022, closing a stake of 3,000 shares — an estimated $81K sold.

Confluence Wealth Services first reported a position in PZA in Q4 2021 and held it in 1 quarter. The position peaked at $81K in Q4 2021. 197 funds tracked by Wall St. Rank hold PZA as of Q1 2022.

  • Confluence Wealth Services reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 3,000 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $81K.
  • Confluence Wealth Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $81K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.