First Affirmative Financial Network’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

First Affirmative Financial Network’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 Q3	–	Sell	-13,970	Closed	-$331K	–	298
2024 Q2	$331K	Sell	13,970 -7,595	-35%	-$179K	0.23%	133
2024 Q1	$514K	Buy	21,565 +235	+1%	+$5.63K	0.38%	73
2023 Q4	$516K	Buy	21,330 +1,204	+6%	+$27.5K	0.41%	61
2023 Q3	$446K	Sell	20,126 -743	-4%	-$17.2K	0.44%	61
2023 Q2	$493K	Sell	20,869 -526	-2%	-$12.4K	0.49%	50
2023 Q1	$507K	Buy	21,395 +299	+1%	+$7.03K	0.59%	41
2022 Q4	$484K	Sell	21,096 -2,106	-9%	-$47.7K	0.59%	39
2022 Q3	$512K	Sell	23,202 -5,971	-20%	-$140K	0.65%	30
2022 Q2	$684K	Sell	29,173 -1,029	-3%	-$24.4K	0.78%	24
2022 Q1	$753K	Buy	30,202 +597	+2%	+$15.5K	0.72%	28
2021 Q4	$803K	Sell	29,605 -327	-1%	-$8.81K	0.73%	28
2021 Q3	$804K	Buy	+29,932	New	+$816K	0.83%	23

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 $374B AUM 17.66% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

First Affirmative Financial Network's PZA Position: Q3 2024 in Review

First Affirmative Financial Network sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2024, closing a stake of 13,970 shares — an estimated $331K sold.

First Affirmative Financial Network first reported a position in PZA in Q3 2021 and held it in 12 quarters. The position peaked at $804K in Q3 2021. 217 funds tracked by Wall St. Rank hold PZA as of Q3 2024.

First Affirmative Financial Network reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
First Affirmative Financial Network sold 13,970 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2024, an estimated $331K.
First Affirmative Financial Network first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2021 and held it in 12 quarters.
First Affirmative Financial Network's Invesco National AMT-Free Municipal Bond ETF position peaked at $804K in Q3 2021.
217 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2024.

Based on First Affirmative Financial Network's 13F filing for Q3 2024, filed 10 Oct 2024.