GPS Wealth Strategies Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

GPS Wealth Strategies Group’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 Q2	–	Sell	-1,535	Closed	-$36.3K	–	1298
2023 Q1	$36.3K	Buy	+1,535	New	+$36.1K	0.01%	545
2022 Q4	–	Sell	-1,535	Closed	-$34K	–	843
2022 Q3	$34K	Hold	1,535	–	–	0.01%	505
2022 Q2	$36K	Hold	1,535	–	–	0.01%	509
2022 Q1	$38K	Buy	+1,535	New	+$39.9K	0.01%	467

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

TNBTD

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

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

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

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

GPS Wealth Strategies Group's PZA Position: Q2 2023 in Review

GPS Wealth Strategies Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2023, closing a stake of 1,535 shares — an estimated $36.3K sold.

GPS Wealth Strategies Group first reported a position in PZA in Q1 2022 and held it in 4 quarters. The position peaked at $38K in Q1 2022. 180 funds tracked by Wall St. Rank hold PZA as of Q2 2023.

GPS Wealth Strategies Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
GPS Wealth Strategies Group sold 1,535 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2023, an estimated $36.3K.
GPS Wealth Strategies Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2022 and held it in 4 quarters.
GPS Wealth Strategies Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $38K in Q1 2022.
180 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2023, filed 17 Jul 2023.