Householder Group Estate & Retirement Specialist’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q1	$85K	Buy	+3,605	New	+$84.8K	0.03%	341
2022 Q4	–	Sell	-4,458	Closed	-$98K	–	909
2022 Q3	$98K	Buy	+4,458	New	+$105K	0.04%	278

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

TNBTD

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Householder Group Estate & Retirement Specialist's PZA Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2023: 3,605 shares worth $85K. The stake represents 0.03% of the portfolio and ranks #341 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in PZA as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in PZA in Q3 2022 and has held it in 2 quarters since. The position peaked at $98K in Q3 2022. 171 funds tracked by Wall St. Rank hold PZA as of Q1 2023.

Householder Group Estate & Retirement Specialist held 3,605 shares of Invesco National AMT-Free Municipal Bond ETF worth $85K as of Q1 2023.
Invesco National AMT-Free Municipal Bond ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
Invesco National AMT-Free Municipal Bond ETF made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #341 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2022 and has held it in 2 quarters since.
Householder Group Estate & Retirement Specialist's Invesco National AMT-Free Municipal Bond ETF position peaked at $98K in Q3 2022.
171 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.