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FourThought Financial’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

FourThought Financial’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
2022
Q3 		$24K Hold
1,100
– – ﹤0.01% 825
2022
Q2 		$26K Buy
+1,100
New +$26.1K ﹤0.01% 804

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

FourThought Financial's PZA Position: Q3 2022 in Review

FourThought Financial held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q3 2022 at 1,100 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

FourThought Financial first reported a position in PZA in Q2 2022 and has held it in 2 quarters since. The position peaked at $26K in Q2 2022. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

  • FourThought Financial held 1,100 shares of Invesco National AMT-Free Municipal Bond ETF worth $24K as of Q3 2022.
  • FourThought Financial left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q3 2022.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #825 holding.
  • FourThought Financial first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • FourThought Financial's Invesco National AMT-Free Municipal Bond ETF position peaked at $26K in Q2 2022.
  • 181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.