IAG Wealth Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

IAG Wealth Partners’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 Q2	–	Sell	-1,077	Closed	-$27K	–	472
2022 Q1	$27K	Sell	1,077 -1,076	-50%	-$28K	0.01%	192
2021 Q4	$58K	Hold	2,153	–	–	0.02%	124
2021 Q3	$58K	Hold	2,153	–	–	0.02%	115
2021 Q2	$59K	Hold	2,153	–	–	0.02%	108
2021 Q1	$58K	Hold	2,153	–	–	0.02%	102
2020 Q4	$59K	Hold	2,153	–	–	0.02%	99
2020 Q3	$58K	Hold	2,153	–	–	0.03%	99
2020 Q2	$58K	Hold	2,153	–	–	0.03%	98
2020 Q1	$56K	Hold	2,153	–	–	0.04%	88
2019 Q4	$57K	Buy	+2,153	New	+$57K	0.04%	99

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

IAG Wealth Partners's PZA Position: Q2 2022 in Review

IAG Wealth Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2022, closing a stake of 1,077 shares — an estimated $27K sold.

IAG Wealth Partners first reported a position in PZA in Q4 2019 and held it in 10 quarters. The position peaked at $59K in Q2 2021. 196 funds tracked by Wall St. Rank hold PZA as of Q2 2022.

IAG Wealth Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
IAG Wealth Partners sold 1,077 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2022, an estimated $27K.
IAG Wealth Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 10 quarters.
IAG Wealth Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $59K in Q2 2021.
196 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2022.

Based on IAG Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.