Integrated Advisors Network’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Integrated Advisors Network’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
2024 Q1	–	Sell	-202,725	Closed	-$4.9M	–	731
2023 Q4	$4.9M	Buy	+202,725	New	+$4.63M	0.28%	97
2021 Q1	–	Sell	-16,183	Closed	-$439K	–	569
2020 Q4	$439K	Buy	16,183 +1,377	+9%	+$36.9K	0.05%	304
2020 Q3	$394K	Buy	+14,806	New	+$397K	0.05%	293

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Integrated Advisors Network's PZA Position: Q1 2024 in Review

Integrated Advisors Network sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2024, closing a stake of 202,725 shares — an estimated $4.9M sold.

Integrated Advisors Network first reported a position in PZA in Q3 2020 and held it in 3 quarters. The position peaked at $4.9M in Q4 2023. 199 funds tracked by Wall St. Rank hold PZA as of Q1 2024.

Integrated Advisors Network reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Integrated Advisors Network sold 202,725 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2024, an estimated $4.9M.
Integrated Advisors Network first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2020 and held it in 3 quarters.
Integrated Advisors Network's Invesco National AMT-Free Municipal Bond ETF position peaked at $4.9M in Q4 2023.
199 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2024.

Based on Integrated Advisors Network's 13F filing for Q1 2024, filed 6 May 2024.