HHM Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

HHM Wealth Advisors’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 Q3	–	Sell	-5,700	Closed	-$134K	–	772
2022 Q2	$134K	Hold	5,700	–	–	0.03%	164
2022 Q1	$142K	Hold	5,700	–	–	0.03%	175
2021 Q4	$155K	Hold	5,700	–	–	0.04%	168
2021 Q3	$153K	Hold	5,700	–	–	0.04%	163
2021 Q2	$155K	Hold	5,700	–	–	0.04%	161
2021 Q1	$153K	Hold	5,700	–	–	0.05%	145
2020 Q4	$155K	Hold	5,700	–	–	0.05%	121
2020 Q3	$152K	Hold	5,700	–	–	0.06%	108
2020 Q2	$151K	Hold	5,700	–	–	0.06%	100
2020 Q1	$147K	Buy	+5,700	New	+$151K	0.07%	93

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

HHM Wealth Advisors's PZA Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2022, closing a stake of 5,700 shares — an estimated $134K sold.

HHM Wealth Advisors first reported a position in PZA in Q1 2020 and held it in 10 quarters. The position peaked at $155K in Q4 2021. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

HHM Wealth Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 5,700 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $134K.
HHM Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2020 and held it in 10 quarters.
HHM Wealth Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $155K in Q4 2021.
181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.