Equitable Holdings’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Equitable Holdings’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	-10,132	Closed	-$237K	–	907
2022 Q2	$237K	Sell	10,132 -6,476	-39%	-$154K	﹤0.01%	766
2022 Q1	$414K	Sell	16,608 -8,478	-34%	-$220K	0.01%	624
2021 Q4	$680K	Sell	25,086 -832	-3%	-$22.4K	0.01%	493
2021 Q3	$696K	Buy	25,918 +1,670	+7%	+$45.5K	0.01%	478
2021 Q2	$661K	Buy	24,248 +223	+0.9%	+$6.05K	0.01%	474
2021 Q1	$643K	Buy	24,025 +3,623	+18%	+$97.7K	0.01%	448
2020 Q4	$553K	Buy	20,402 +392	+2%	+$10.5K	0.01%	437
2020 Q3	$533K	Buy	20,010 +2,398	+14%	+$64.3K	0.01%	403
2020 Q2	$468K	Buy	+17,612	New	+$459K	0.01%	422

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

Equitable Holdings's PZA Position: Q3 2022 in Review

Equitable Holdings sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2022, closing a stake of 10,132 shares — an estimated $237K sold.

Equitable Holdings first reported a position in PZA in Q2 2020 and held it in 9 quarters. The position peaked at $696K in Q3 2021. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

Equitable Holdings reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Equitable Holdings sold 10,132 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $237K.
Equitable Holdings first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2020 and held it in 9 quarters.
Equitable Holdings's Invesco National AMT-Free Municipal Bond ETF position peaked at $696K in Q3 2021.
181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on Equitable Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.