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Interchange Capital Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Interchange Capital 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
2021
Q1 		– Sell
-3,695
Closed -$100K – 889
2020
Q4 		$100K Buy
+3,695
New +$98.9K 0.05% 306

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Envestnet Asset Management
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LPL Financial
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Royal Bank of Canada
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Ameriprise
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PNC Financial Services Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Interchange Capital Partners's PZA Position: Q1 2021 in Review

Interchange Capital Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2021, closing a stake of 3,695 shares — an estimated $100K sold.

Interchange Capital Partners first reported a position in PZA in Q4 2020 and held it in 1 quarter. The position peaked at $100K in Q4 2020. 184 funds tracked by Wall St. Rank hold PZA as of Q1 2021.

  • Interchange Capital Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 3,695 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2021, an estimated $100K.
  • Interchange Capital Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $100K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.