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Coppell Advisory Solutions’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		$4.71K Buy
+195
New +$4.45K ﹤0.01% 1112

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Coppell Advisory Solutions's PZA Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2023: 195 shares worth $4.71K. The stake represents ﹤0.01% of the portfolio and ranks #1112 among its holdings.

203 funds tracked by Wall St. Rank hold PZA as of Q4 2023.

  • Coppell Advisory Solutions held 195 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.71K as of Q4 2023.
  • Invesco National AMT-Free Municipal Bond ETF was a new Coppell Advisory Solutions position in Q4 2023.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1112 holding.
  • 203 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.