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

First Personal Financial Services’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	-2,350	Closed	-$55.6K	–	586
2024 Q2	$55.6K	Sell	2,350 -200	-8%	-$4.72K	0.01%	188
2024 Q1	$60.8K	Sell	2,550 -1,380	-35%	-$33K	0.01%	179
2023 Q4	$95K	Hold	3,930	–	–	0.02%	160
2023 Q3	$87.1K	Hold	3,930	–	–	0.02%	164
2023 Q2	$92.7K	Buy	+3,930	New	+$92.7K	0.02%	163

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 Personal Financial Services's PZA Position: Q3 2024 in Review

First Personal Financial Services sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2024, closing a stake of 2,350 shares — an estimated $55.6K sold.

First Personal Financial Services first reported a position in PZA in Q2 2023 and held it in 5 quarters. The position peaked at $95K in Q4 2023. 217 funds tracked by Wall St. Rank hold PZA as of Q3 2024.

First Personal Financial Services reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
First Personal Financial Services sold 2,350 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2024, an estimated $55.6K.
First Personal Financial Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2023 and held it in 5 quarters.
First Personal Financial Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $95K in Q4 2023.
217 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.