First Citizens Bank & Trust’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

First Citizens Bank & Trust’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
2023 Q1	–	Sell	-36,364	Closed	-$834K	–	337
2022 Q4	$834K	Sell	36,364 -202,621	-85%	-$4.59M	0.03%	186
2022 Q3	$5.28M	Buy	238,985 +78,124	+49%	+$1.83M	0.17%	61
2022 Q2	$3.77M	Sell	160,861 -6,350	-4%	-$151K	0.13%	82
2022 Q1	$4.17M	Buy	+167,211	New	+$4.35M	0.16%	87

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

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

First Citizens Bank & Trust's PZA Position: Q1 2023 in Review

First Citizens Bank & Trust sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2023, closing a stake of 36,364 shares — an estimated $834K sold.

First Citizens Bank & Trust first reported a position in PZA in Q1 2022 and held it in 4 quarters. The position peaked at $5.28M in Q3 2022. 171 funds tracked by Wall St. Rank hold PZA as of Q1 2023.

First Citizens Bank & Trust reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
First Citizens Bank & Trust sold 36,364 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2023, an estimated $834K.
First Citizens Bank & Trust first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2022 and held it in 4 quarters.
First Citizens Bank & Trust's Invesco National AMT-Free Municipal Bond ETF position peaked at $5.28M in Q3 2022.
171 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2023.

Based on First Citizens Bank & Trust's 13F filing for Q1 2023, filed 11 May 2023.