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Intelligence Driven Advisers’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Intelligence Driven Advisers’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
2023
Q1 		– Sell
-15,812
Closed -$371K – 99
2022
Q4 		$371K Sell
15,812
-758
-5% -$17.2K 0.07% 64
2022
Q3 		$373K Hold
16,570
– – 0.07% 80
2022
Q2 		$394K Buy
+16,570
New +$394K 0.08% 79

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Intelligence Driven Advisers's PZA Position: Q1 2023 in Review

Intelligence Driven Advisers sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2023, closing a stake of 15,812 shares — an estimated $371K sold.

Intelligence Driven Advisers first reported a position in PZA in Q2 2022 and held it in 3 quarters. The position peaked at $394K in Q2 2022. 171 funds tracked by Wall St. Rank hold PZA as of Q1 2023.

  • Intelligence Driven Advisers reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Intelligence Driven Advisers sold 15,812 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2023, an estimated $371K.
  • Intelligence Driven Advisers first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2022 and held it in 3 quarters.
  • Intelligence Driven Advisers's Invesco National AMT-Free Municipal Bond ETF position peaked at $394K in Q2 2022.
  • 171 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2023.

Based on Intelligence Driven Advisers's 13F filing for Q1 2023, filed 11 May 2023.