Faithward Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Faithward Advisors’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 Q2	–	Sell	-148	Closed	-$4K	–	279
2022 Q1	$4K	Hold	148	–	–	﹤0.01%	260
2021 Q4	$4K	Hold	148	–	–	﹤0.01%	254
2021 Q3	$4K	Hold	148	–	–	﹤0.01%	264
2021 Q2	$4K	Hold	148	–	–	﹤0.01%	252
2021 Q1	$4K	Hold	148	–	–	﹤0.01%	233
2020 Q4	$4K	Hold	148	–	–	﹤0.01%	110
2020 Q3	$4K	Hold	148	–	–	﹤0.01%	201
2020 Q2	$4K	Sell	148 -148	-50%	-$3.86K	﹤0.01%	200
2020 Q1	$8K	Sell	296 -148	-33%	-$3.91K	﹤0.01%	220
2019 Q4	$12K	Buy	+444	New	+$11.7K	﹤0.01%	220

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

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

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

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

Faithward Advisors's PZA Position: Q2 2022 in Review

Faithward Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2022, closing a stake of 148 shares — an estimated $4K sold.

Faithward Advisors first reported a position in PZA in Q4 2019 and held it in 10 quarters. The position peaked at $12K in Q4 2019. 196 funds tracked by Wall St. Rank hold PZA as of Q2 2022.

Faithward Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Faithward Advisors sold 148 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2022, an estimated $4K.
Faithward Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 10 quarters.
Faithward Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $12K in Q4 2019.
196 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2022.

Based on Faithward Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.