First Horizon Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

First Horizon 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
2023 Q3	–	Sell	-677	Closed	-$16K	–	2487
2023 Q2	$16K	Hold	677	–	–	﹤0.01%	1357
2023 Q1	$16K	Hold	677	–	–	﹤0.01%	1342
2022 Q4	$15.5K	Hold	677	–	–	﹤0.01%	1358
2022 Q3	$15K	Buy	+677	New	+$15.9K	﹤0.01%	1341

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TNBTD

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

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

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

First Horizon Advisors's PZA Position: Q3 2023 in Review

First Horizon Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2023, closing a stake of 677 shares — an estimated $16K sold.

First Horizon Advisors first reported a position in PZA in Q3 2022 and held it in 4 quarters. The position peaked at $16K in Q1 2023. 188 funds tracked by Wall St. Rank hold PZA as of Q3 2023.

First Horizon Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
First Horizon Advisors sold 677 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2023, an estimated $16K.
First Horizon Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2022 and held it in 4 quarters.
First Horizon Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $16K in Q1 2023.
188 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2023.

Based on First Horizon Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.