Gradient Investments’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Gradient Investments’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	-128	Closed	-$3.1K	–	1691
2023 Q4	$3.1K	Hold	128	–	–	﹤0.01%	1108
2023 Q3	$2.84K	Hold	128	–	–	﹤0.01%	1086
2023 Q2	$3.02K	Hold	128	–	–	﹤0.01%	1060
2023 Q1	$3.03K	Buy	+128	New	+$3.01K	﹤0.01%	1048

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

Gradient Investments's PZA Position: Q1 2024 in Review

Gradient Investments sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2024, closing a stake of 128 shares — an estimated $3.1K sold.

Gradient Investments first reported a position in PZA in Q1 2023 and held it in 4 quarters. The position peaked at $3.1K in Q4 2023. 199 funds tracked by Wall St. Rank hold PZA as of Q1 2024.

Gradient Investments reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 128 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2024, an estimated $3.1K.
Gradient Investments first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2023 and held it in 4 quarters.
Gradient Investments's Invesco National AMT-Free Municipal Bond ETF position peaked at $3.1K in Q4 2023.
199 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.