Heritage Wealth Management (Arizona)’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$7.39K	Buy	322 +161	+100%	+$3.65K	﹤0.01%	820
2022 Q3	$4K	Hold	161	–	–	﹤0.01%	797
2022 Q2	$3.77K	Hold	161	–	–	﹤0.01%	807
2022 Q1	$4K	Buy	+161	New	+$4.19K	﹤0.01%	831
2021 Q3	$4K	Hold	161	–	–	﹤0.01%	763
2021 Q2	$4K	Buy	+161	New	+$4.37K	﹤0.01%	787

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TNBTD

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Heritage Wealth Management (Arizona)'s PZA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 100% in Q4 2022, buying an estimated $3.65K and bringing the position to 322 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Heritage Wealth Management (Arizona) first reported a position in PZA in Q2 2021 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold PZA as of Q4 2022.

Heritage Wealth Management (Arizona) held 322 shares of Invesco National AMT-Free Municipal Bond ETF worth $7.39K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 161 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2022, an estimated $3.65K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #820 holding.
Heritage Wealth Management (Arizona) first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2021 and has held it in 6 quarters since.
177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.