Csenge Advisory Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Csenge Advisory Group’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	-13,555	Closed	-$369K	–	692
2021 Q4	$369K	Sell	13,555 -4,830	-26%	-$130K	0.03%	411
2021 Q3	$495K	Buy	18,385 +4,830	+36%	+$132K	0.04%	361
2021 Q2	$369K	Buy	13,555 +73	+0.5%	+$1.98K	0.03%	412
2021 Q1	$363K	Buy	+13,482	New	+$364K	0.04%	350
2018 Q4	–	Sell	-163	Closed	-$4K	–	1169
2018 Q3	$4K	Buy	+163	New	+$4.09K	﹤0.01%	656
2018 Q2	–	Sell	-149,235	Closed	-$3.75M	–	300
2018 Q1	$3.75M	Buy	149,235 +3,294	+2%	+$83.3K	1.3%	9
2017 Q4	$3.77M	Buy	145,941 +7,584	+5%	+$194K	1.35%	10
2017 Q3	$3.53M	Buy	+138,357	New	+$3.54M	1.4%	9

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Csenge Advisory Group's PZA Position: Q1 2022 in Review

Csenge Advisory Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2022, closing a stake of 13,555 shares — an estimated $369K sold.

Csenge Advisory Group first reported a position in PZA in Q3 2017 and held it in 8 quarters. The position peaked at $3.77M in Q4 2017. 197 funds tracked by Wall St. Rank hold PZA as of Q1 2022.

Csenge Advisory Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Csenge Advisory Group sold 13,555 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $369K.
Csenge Advisory Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2017 and held it in 8 quarters.
Csenge Advisory Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $3.77M in Q4 2017.
197 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Csenge Advisory Group's 13F filing for Q1 2022, filed 9 May 2022.