Credit Suisse’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Credit Suisse’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 Q1	–	Sell	-8,362	Closed	-$192K	–	3621
2022 Q4	$192K	Buy	8,362 +4,615	+123%	+$105K	﹤0.01%	3196
2022 Q3	$83K	Buy	3,747 +1,038	+38%	+$24.4K	﹤0.01%	3475
2022 Q2	$63K	Buy	+2,709	New	+$64.3K	﹤0.01%	3609
2021 Q3	–	Sell	-16,215	Closed	-$442K	–	4515
2021 Q2	$442K	Sell	16,215 -78,776	-83%	-$2.14M	﹤0.01%	3914
2021 Q1	$2.54M	Buy	+94,991	New	+$2.56M	﹤0.01%	2634
2020 Q2	–	Sell	-8,800	Closed	-$227K	–	4106
2020 Q1	$227K	Sell	8,800 -53,593	-86%	-$1.42M	﹤0.01%	3583
2019 Q4	$1.65M	Buy	+62,393	New	+$1.65M	﹤0.01%	2768
2015 Q3	–	Sell	-8,674	Closed	-$215K	–	4437
2015 Q2	$215K	Sell	8,674 -487	-5%	-$12.2K	﹤0.01%	4189
2015 Q1	$234K	Sell	9,161 -3,926	-30%	-$100K	﹤0.01%	4000
2014 Q4	$332K	Sell	13,087 -343	-3%	-$8.67K	﹤0.01%	3987
2014 Q3	$337K	Sell	13,430 -9,195	-41%	-$229K	﹤0.01%	3873
2014 Q2	$559K	Buy	22,625 +1,123	+5%	+$27.5K	﹤0.01%	3752
2014 Q1	$518K	Sell	21,502 -274	-1%	-$6.5K	﹤0.01%	3680
2013 Q4	$500K	Sell	21,776 -10,376	-32%	-$240K	﹤0.01%	3778
2013 Q3	$742K	Sell	32,152 -8,728	-21%	-$201K	﹤0.01%	3194
2013 Q2	$977K	Buy	+40,880	New	+$1.03M	﹤0.01%	2812

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Credit Suisse's PZA Position: Q1 2023 in Review

Credit Suisse sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2023, closing a stake of 8,362 shares — an estimated $192K sold.

Credit Suisse first reported a position in PZA in Q2 2013 and held it in 16 quarters. The position peaked at $2.54M in Q1 2021. 171 funds tracked by Wall St. Rank hold PZA as of Q1 2023.

Credit Suisse reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 8,362 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2023, an estimated $192K.
Credit Suisse first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2013 and held it in 16 quarters.
Credit Suisse's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.54M in Q1 2021.
171 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.