Financial Advocates Investment Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Financial Advocates Investment Management’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 Q1	–	Sell	-11,500	Closed	-$575K	–	797
2021 Q4	$575K	Buy	+11,500	New	+$310K	0.04%	453
2018 Q4	–	Sell	-10,963	Closed	-$272K	–	488
2018 Q3	$272K	Sell	10,963 -11,266	-51%	-$283K	0.03%	415
2018 Q2	$559K	Buy	22,229 +1,738	+8%	+$43.6K	0.07%	256
2018 Q1	$515K	Sell	20,491 -10,642	-34%	-$269K	0.07%	252
2017 Q4	$804K	Buy	+31,133	New	+$798K	0.11%	195

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 $424B AUM 22.96% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Advocates Investment Management's PZA Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2022, closing a stake of 11,500 shares — an estimated $575K sold.

Financial Advocates Investment Management first reported a position in PZA in Q4 2017 and held it in 5 quarters. The position peaked at $804K in Q4 2017. 197 funds tracked by Wall St. Rank hold PZA as of Q1 2022.

Financial Advocates Investment Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 11,500 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $575K.
Financial Advocates Investment Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 5 quarters.
Financial Advocates Investment Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $804K in Q4 2017.
197 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.