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Fourpath Capital Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Fourpath Capital Management’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
Q4 		– Sell
-3,520
Closed -$85K – 630
2024
Q3 		$85K Buy
+3,520
New +$84.3K 0.02% 294

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Fourpath Capital Management's PZA Position: Q4 2024 in Review

Fourpath Capital Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2024, closing a stake of 3,520 shares — an estimated $85K sold.

Fourpath Capital Management first reported a position in PZA in Q3 2024 and held it in 1 quarter. The position peaked at $85K in Q3 2024. 229 funds tracked by Wall St. Rank hold PZA as of Q4 2024.

  • Fourpath Capital Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 3,520 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2024, an estimated $85K.
  • Fourpath Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $85K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.