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Insight Inv LLC’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Insight Inv LLC’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
Q1 		– Sell
-1,394
Closed -$38K – 106
2021
Q4 		$38K Buy
+1,394
New +$37.6K 0.03% 99

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Envestnet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Insight Inv LLC's PZA Position: Q1 2022 in Review

Insight Inv LLC sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2022, closing a stake of 1,394 shares — an estimated $38K sold.

Insight Inv LLC first reported a position in PZA in Q4 2021 and held it in 1 quarter. The position peaked at $38K in Q4 2021. 197 funds tracked by Wall St. Rank hold PZA as of Q1 2022.

  • Insight Inv LLC reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Insight Inv LLC sold 1,394 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $38K.
  • Insight Inv LLC first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
  • Insight Inv LLC's Invesco National AMT-Free Municipal Bond ETF position peaked at $38K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Insight Inv LLC's 13F filing for Q1 2022, filed 10 May 2022.