Kelly Financial Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-205	Closed	-$4.85K	–	593
2024 Q2	$4.85K	Buy	205 +9	+5%	+$213	﹤0.01%	497
2024 Q1	$4.67K	Hold	196	–	–	﹤0.01%	508
2023 Q4	$4.74K	Sell	196 -4,501	-96%	-$103K	﹤0.01%	477
2023 Q3	$104K	Buy	+4,697	New	+$109K	0.05%	121

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Kelly Financial Services's PZA Position: Q3 2024 in Review

Kelly Financial Services sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2024, closing a stake of 205 shares — an estimated $4.85K sold.

Kelly Financial Services first reported a position in PZA in Q3 2023 and held it in 4 quarters. The position peaked at $104K in Q3 2023. 217 funds tracked by Wall St. Rank hold PZA as of Q3 2024.

Kelly Financial Services reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 205 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2024, an estimated $4.85K.
Kelly Financial Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2023 and held it in 4 quarters.
Kelly Financial Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $104K in Q3 2023.
217 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.