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

Insight 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 Q1	–	Sell	-7,415	Closed	-$201K	–	81
2021 Q4	$201K	Buy	+7,415	New	+$200K	0.04%	80
2021 Q3	–	Sell	-7,415	Closed	-$202K	–	58
2021 Q2	$202K	Buy	+7,415	New	+$201K	0.11%	55
2021 Q1	–	Sell	-7,415	Closed	-$201K	–	58
2020 Q4	$201K	Buy	+7,415	New	+$198K	0.12%	50

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Insight Wealth Partners's PZA Position: Q1 2022 in Review

Insight Wealth Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2022, closing a stake of 7,415 shares — an estimated $201K sold.

Insight Wealth Partners first reported a position in PZA in Q4 2020 and held it in 3 quarters. The position peaked at $202K in Q2 2021. 197 funds tracked by Wall St. Rank hold PZA as of Q1 2022.

Insight Wealth Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Insight Wealth Partners sold 7,415 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $201K.
Insight Wealth Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and held it in 3 quarters.
Insight Wealth Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $202K in Q2 2021.
197 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Insight Wealth Partners's 13F filing for Q1 2022, filed 2 May 2022.