Global Wealth Management Investment Advisory’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-54	Closed	-$1.31K	–	360
2023 Q4	$1.31K	Hold	54	–	–	﹤0.01%	422
2023 Q3	$1.2K	Hold	54	–	–	﹤0.01%	416
2023 Q2	$1.27K	Buy	+54	New	+$1.27K	﹤0.01%	412
2022 Q3	–	Sell	-54	Closed	-$1K	–	388
2022 Q2	$1K	Hold	54	–	–	﹤0.01%	474
2022 Q1	$1K	Hold	54	–	–	﹤0.01%	467
2021 Q4	$1K	Hold	54	–	–	﹤0.01%	433
2021 Q3	$1K	Hold	54	–	–	﹤0.01%	447
2021 Q2	$1K	Hold	54	–	–	﹤0.01%	421
2021 Q1	$1K	Hold	54	–	–	﹤0.01%	445
2020 Q4	$1K	Hold	54	–	–	﹤0.01%	440
2020 Q3	$1K	Hold	54	–	–	﹤0.01%	429
2020 Q2	$1K	Hold	54	–	–	﹤0.01%	574
2020 Q1	$1K	Hold	54	–	–	﹤0.01%	564
2019 Q4	$1K	Buy	+54	New	+$1.43K	﹤0.01%	569

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

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

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Global Wealth Management Investment Advisory's PZA Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2024, closing a stake of 54 shares — an estimated $1.31K sold.

Global Wealth Management Investment Advisory first reported a position in PZA in Q4 2019 and held it in 14 quarters. The position peaked at $1.31K in Q4 2023. 199 funds tracked by Wall St. Rank hold PZA as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 54 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2024, an estimated $1.31K.
Global Wealth Management Investment Advisory first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 14 quarters.
Global Wealth Management Investment Advisory's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.31K in Q4 2023.
199 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.