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

Insight Wealth Strategies’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	-8,135	Closed	-$221K	–	169
2021 Q4	$221K	Sell	8,135 -1,057	-11%	-$28.5K	0.03%	144
2021 Q3	$247K	Sell	9,192 -200	-2%	-$5.45K	0.03%	170
2021 Q2	$256K	Sell	9,392 -3,926	-29%	-$107K	0.04%	167
2021 Q1	$356K	Sell	13,318 -332	-2%	-$8.95K	0.05%	164
2020 Q4	$370K	Buy	13,650 +905	+7%	+$24.2K	0.06%	138
2020 Q3	$339K	Sell	12,745 -2,059	-14%	-$55.2K	0.06%	132
2020 Q2	$393K	Sell	14,804 -10,518	-42%	-$274K	0.09%	103
2020 Q1	$653K	Sell	25,322 -917,425	-97%	-$24.2M	0.17%	57
2019 Q4	$24.9M	Buy	942,747 +9,309	+1%	+$246K	5.28%	4
2019 Q3	$24.8M	Buy	933,438 +74,499	+9%	+$1.97M	5.82%	3
2019 Q2	$22.4M	Buy	858,939 +115,783	+16%	+$3M	5.49%	4
2019 Q1	$19.1M	Buy	+743,156	New	+$18.7M	5.33%	5

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Insight Wealth Strategies sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2022, closing a stake of 8,135 shares — an estimated $221K sold.

Insight Wealth Strategies first reported a position in PZA in Q1 2019 and held it in 12 quarters. The position peaked at $24.9M in Q4 2019. 197 funds tracked by Wall St. Rank hold PZA as of Q1 2022.

Insight Wealth Strategies reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Insight Wealth Strategies sold 8,135 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $221K.
Insight Wealth Strategies first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2019 and held it in 12 quarters.
Insight Wealth Strategies's Invesco National AMT-Free Municipal Bond ETF position peaked at $24.9M in Q4 2019.
197 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Insight Wealth Strategies's 13F filing for Q1 2022, filed 12 Apr 2022.