Jaffetilchin Investment Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Jaffetilchin Investment 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	-8,506	Closed	-$231K	–	370
2021 Q4	$231K	Buy	8,506 +9	+0.1%	+$243	0.02%	310
2021 Q3	$228K	Sell	8,497 -8,460	-50%	-$231K	0.02%	321
2021 Q2	$461K	Buy	16,957 +8,479	+100%	+$230K	0.03%	272
2021 Q1	$227K	Buy	8,478 +9	+0.1%	+$243	0.03%	319
2020 Q4	$230K	Sell	8,469 -27	-0.3%	-$723	0.03%	250
2020 Q3	$226K	Buy	8,496 +9	+0.1%	+$241	0.04%	206
2020 Q2	$225K	Sell	8,487 -38,272	-82%	-$997K	0.05%	190
2020 Q1	$1.21M	Buy	46,759 +11,353	+32%	+$300K	0.43%	36
2019 Q4	$937K	Sell	35,406 -4,011	-10%	-$106K	0.2%	72
2019 Q3	$1.05M	Buy	39,417 +9,878	+33%	+$262K	0.25%	61
2019 Q2	$772K	Buy	29,539 +9,277	+46%	+$240K	0.18%	87
2019 Q1	$520K	Buy	+20,262	New	+$510K	0.12%	153

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

Jaffetilchin Investment Partners's PZA Position: Q1 2022 in Review

Jaffetilchin Investment Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2022, closing a stake of 8,506 shares — an estimated $231K sold.

Jaffetilchin Investment Partners first reported a position in PZA in Q1 2019 and held it in 12 quarters. The position peaked at $1.21M in Q1 2020. 197 funds tracked by Wall St. Rank hold PZA as of Q1 2022.

Jaffetilchin Investment Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Jaffetilchin Investment Partners sold 8,506 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $231K.
Jaffetilchin Investment Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2019 and held it in 12 quarters.
Jaffetilchin Investment Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.21M in Q1 2020.
197 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2022, filed 13 May 2022.