EMFO LLC’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

EMFO LLC’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	–	Sell	-2,420	Closed	-$57K	–	333
2022 Q2	$57K	Hold	2,420	–	–	0.06%	174
2022 Q1	$60K	Hold	2,420	–	–	0.05%	182
2021 Q4	$66K	Hold	2,420	–	–	0.06%	178
2021 Q3	$65K	Hold	2,420	–	–	0.06%	180
2021 Q2	$66K	Buy	+2,420	New	+$65.7K	0.06%	180

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

EMFO LLC's PZA Position: Q3 2022 in Review

EMFO LLC sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2022, closing a stake of 2,420 shares — an estimated $57K sold.

EMFO LLC first reported a position in PZA in Q2 2021 and held it in 5 quarters. The position peaked at $66K in Q4 2021. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

EMFO LLC reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
EMFO LLC sold 2,420 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $57K.
EMFO LLC first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2021 and held it in 5 quarters.
EMFO LLC's Invesco National AMT-Free Municipal Bond ETF position peaked at $66K in Q4 2021.
181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on EMFO LLC's 13F filing for Q3 2022, filed 31 Oct 2022.