Farmers & Merchants Investments Inc’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Farmers & Merchants Investments Inc’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
2024 Q4	–	Sell	-78	Closed	-$1.88K	–	1806
2024 Q3	$1.88K	Buy	+78	New	+$1.87K	﹤0.01%	1221
2020 Q3	–	Sell	-365	Closed	-$10K	–	855
2020 Q2	$10K	Hold	365	–	–	﹤0.01%	558
2020 Q1	$9K	Hold	365	–	–	﹤0.01%	522
2019 Q4	$10K	Hold	365	–	–	﹤0.01%	581
2019 Q3	$10K	Hold	365	–	–	﹤0.01%	554
2019 Q2	$10K	Hold	365	–	–	﹤0.01%	550
2019 Q1	$9K	Hold	365	–	–	﹤0.01%	565
2018 Q4	$9K	Hold	365	–	–	﹤0.01%	509
2018 Q3	$9K	Buy	+365	New	+$9.15K	﹤0.01%	566
2018 Q2	–	Sell	-365	Closed	-$9K	–	865
2018 Q1	$9K	Hold	365	–	–	﹤0.01%	552
2017 Q4	$9K	Hold	365	–	–	﹤0.01%	569
2017 Q3	$9K	Hold	365	–	–	﹤0.01%	548
2017 Q2	$9K	Hold	365	–	–	﹤0.01%	539
2017 Q1	$9K	Hold	365	–	–	﹤0.01%	502
2016 Q4	$9K	Hold	365	–	–	﹤0.01%	532
2016 Q3	$10K	Hold	365	–	–	﹤0.01%	467
2016 Q2	$10K	Hold	365	–	–	﹤0.01%	449
2016 Q1	$9K	Hold	365	–	–	﹤0.01%	470
2015 Q4	$9K	Hold	365	–	–	﹤0.01%	498
2015 Q3	$9K	Hold	365	–	–	﹤0.01%	501
2015 Q2	$9K	Hold	365	–	–	﹤0.01%	532
2015 Q1	$9K	Hold	365	–	–	﹤0.01%	527
2014 Q4	$9K	Hold	365	–	–	﹤0.01%	517
2014 Q3	$9K	Buy	+365	New	+$9.08K	﹤0.01%	531

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Farmers & Merchants Investments Inc's PZA Position: Q4 2024 in Review

Farmers & Merchants Investments Inc sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2024, closing a stake of 78 shares — an estimated $1.88K sold.

Farmers & Merchants Investments Inc first reported a position in PZA in Q3 2014 and held it in 24 quarters. The position peaked at $10K in Q2 2020. 229 funds tracked by Wall St. Rank hold PZA as of Q4 2024.

Farmers & Merchants Investments Inc reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 78 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2024, an estimated $1.88K.
Farmers & Merchants Investments Inc first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2014 and held it in 24 quarters.
Farmers & Merchants Investments Inc's Invesco National AMT-Free Municipal Bond ETF position peaked at $10K in Q2 2020.
229 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2024, filed 28 Jan 2025.