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

FinTrust Capital 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
Q3 		– Sell
-26,482
Closed -$636K – 1262
2022
Q2 		$636K Buy
+26,482
New +$629K 0.16% 138

Other funds holding PZA

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
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

FinTrust Capital Advisors's PZA Position: Q3 2022 in Review

FinTrust Capital Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2022, closing a stake of 26,482 shares — an estimated $636K sold.

FinTrust Capital Advisors first reported a position in PZA in Q2 2022 and held it in 1 quarter. The position peaked at $636K in Q2 2022. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

  • FinTrust Capital Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • FinTrust Capital Advisors sold 26,482 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $636K.
  • FinTrust Capital Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • FinTrust Capital Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $636K in Q2 2022.
  • 181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on FinTrust Capital Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.