Danda Trouve Investment Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Danda Trouve Investment Management’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 Q3	$25K	Buy	1,142 +10	+0.9%	+$235	0.05%	66
2022 Q2	$27K	Buy	1,132 +7	+0.6%	+$166	0.04%	56
2022 Q1	$28K	Buy	1,125 +7	+0.6%	+$182	0.04%	67
2021 Q4	$30K	Buy	1,118 +6	+0.5%	+$162	0.03%	82
2021 Q3	$30K	Buy	1,112 +7	+0.6%	+$191	0.04%	85
2021 Q2	$30K	Buy	1,105 +6	+0.5%	+$163	0.04%	77
2021 Q1	$29K	Buy	1,099 +7	+0.6%	+$189	0.04%	71
2020 Q4	$30K	Buy	1,092 +6	+0.6%	+$161	0.04%	77
2020 Q3	$29K	Buy	1,086 +6	+0.6%	+$161	0.04%	79
2020 Q2	$29K	Buy	1,080 +8	+0.7%	+$208	0.04%	67
2020 Q1	$28K	Buy	1,072 +7	+0.7%	+$185	0.06%	69
2019 Q4	$28K	Buy	+1,065	New	+$28.2K	0.04%	79

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

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

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

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

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

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Danda Trouve Investment Management's PZA Position: Q3 2022 in Review

Danda Trouve Investment Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.88% in Q3 2022, buying an estimated $235 and bringing the position to 1,142 shares worth $25K. The position accounts for 0.05% of the portfolio, ranked #66.

Danda Trouve Investment Management first reported a position in PZA in Q4 2019 and has held it in 12 quarters since. The position peaked at $30K in Q4 2021. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

Danda Trouve Investment Management held 1,142 shares of Invesco National AMT-Free Municipal Bond ETF worth $25K as of Q3 2022.
Danda Trouve Investment Management bought 10 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $235.
Invesco National AMT-Free Municipal Bond ETF made up 0.05% of Danda Trouve Investment Management's portfolio in Q3 2022, its #66 holding.
Danda Trouve Investment Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $30K in Q4 2021.
181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.