Deutsche Bank
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Deutsche Bank’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Deutsche Bank’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 		– Sell
-599
Closed -$13.3K – 3687
2023
Q3 		$13.3K Hold
599
– – ﹤0.01% 3538
2023
Q2 		$14.1K Buy
+599
New +$14.1K ﹤0.01% 3622
2021
Q1 		– Sell
-1,288
Closed -$35K – 4643
2020
Q4 		$35K Buy
1,288
+899
+231% +$24.1K ﹤0.01% 4176
2020
Q3 		$10K Sell
389
-3,083
-89% -$82.7K ﹤0.01% 4195
2020
Q2 		$92K Buy
3,472
+3,129
+912% +$81.5K ﹤0.01% 3474
2020
Q1 		$9K Sell
343
-15,837
-98% -$418K ﹤0.01% 4070
2019
Q4 		$428K Buy
16,180
+279
+2% +$7.38K ﹤0.01% 2805
2019
Q3 		$422K Buy
15,901
+2,494
+19% +$66K ﹤0.01% 2760
2019
Q2 		$350K Buy
+13,407
New +$347K ﹤0.01% 3505
2018
Q4 		– Sell
-600
Closed -$15K – 5355
2018
Q3 		$15K Sell
600
-33,460
-98% -$839K ﹤0.01% 5002
2018
Q2 		$856K Buy
34,060
+21,146
+164% +$531K ﹤0.01% 3538
2018
Q1 		$324K Buy
+12,914
New +$326K ﹤0.01% 3950
2015
Q1 		– Sell
-2,000
Closed -$50K – 5774
2014
Q4 		$50K Sell
2,000
-250
-11% -$6.32K ﹤0.01% 5124
2014
Q3 		$56K Hold
2,250
– – ﹤0.01% 4797
2014
Q2 		$55K Hold
2,250
– – ﹤0.01% 4880
2014
Q1 		$54K Hold
2,250
– – ﹤0.01% 4512
2013
Q4 		$51K Sell
2,250
-2,854
-56% -$65.9K ﹤0.01% 4344
2013
Q3 		$116K Buy
5,104
+2,408
+89% +$55.4K ﹤0.01% 4371
2013
Q2 		$64K Buy
+2,696
New +$67.9K ﹤0.01% 4421

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

Deutsche Bank's PZA Position: Q4 2023 in Review

Deutsche Bank sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2023, closing a stake of 599 shares — an estimated $13.3K sold.

Deutsche Bank first reported a position in PZA in Q2 2013 and held it in 19 quarters. The position peaked at $856K in Q2 2018. 203 funds tracked by Wall St. Rank hold PZA as of Q4 2023.

  • Deutsche Bank reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Deutsche Bank sold 599 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2023, an estimated $13.3K.
  • Deutsche Bank first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2013 and held it in 19 quarters.
  • Deutsche Bank's Invesco National AMT-Free Municipal Bond ETF position peaked at $856K in Q2 2018.
  • 203 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2023.

Based on Deutsche Bank's 13F filing for Q4 2023, filed 14 Feb 2024.