JNBA Financial Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

JNBA Financial Advisors’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	-839	Closed	-$23K	–	812
2021 Q4	$23K	Buy	+839	New	+$22.6K	﹤0.01%	396
2017 Q2	–	Sell	-200	Closed	-$5K	–	457
2017 Q1	$5K	Hold	200	–	–	﹤0.01%	400
2016 Q4	$5K	Buy	+200	New	+$5.04K	﹤0.01%	411
2016 Q3	–	Sell	-200	Closed	-$5K	–	1651
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	407
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	417
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	408
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	412
2015 Q2	$5K	Hold	200	–	–	﹤0.01%	412
2015 Q1	$5K	Hold	200	–	–	﹤0.01%	423
2014 Q4	$5K	Hold	200	–	–	﹤0.01%	421
2014 Q3	$5K	Hold	200	–	–	﹤0.01%	443
2014 Q2	$5K	Buy	+200	New	+$4.89K	﹤0.01%	407

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

JNBA Financial Advisors's PZA Position: Q1 2022 in Review

JNBA Financial Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2022, closing a stake of 839 shares — an estimated $23K sold.

JNBA Financial Advisors first reported a position in PZA in Q2 2014 and held it in 12 quarters. The position peaked at $23K in Q4 2021. 197 funds tracked by Wall St. Rank hold PZA as of Q1 2022.

JNBA Financial Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
JNBA Financial Advisors sold 839 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $23K.
JNBA Financial Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2014 and held it in 12 quarters.
JNBA Financial Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $23K in Q4 2021.
197 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.