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Hardy Reed’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Hardy Reed’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
2021
Q1 		– Sell
-13,640
Closed -$370K – 107
2020
Q4 		$370K Buy
+13,640
New +$365K 0.08% 65

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hardy Reed's PZA Position: Q1 2021 in Review

Hardy Reed sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2021, closing a stake of 13,640 shares — an estimated $370K sold.

Hardy Reed first reported a position in PZA in Q4 2020 and held it in 1 quarter. The position peaked at $370K in Q4 2020. 184 funds tracked by Wall St. Rank hold PZA as of Q1 2021.

  • Hardy Reed reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Hardy Reed sold 13,640 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2021, an estimated $370K.
  • Hardy Reed first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Hardy Reed's Invesco National AMT-Free Municipal Bond ETF position peaked at $370K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2021.

Based on Hardy Reed's 13F filing for Q1 2021, filed 26 Apr 2021.