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KerberRose Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

KerberRose Wealth Management’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
Q2 		$249K Buy
+10,616
New +$252K 0.2% 98

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KerberRose Wealth Management's PZA Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2022: 10,616 shares worth $249K. The stake represents 0.2% of the portfolio and ranks #98 among its holdings.

196 funds tracked by Wall St. Rank hold PZA as of Q2 2022.

  • KerberRose Wealth Management held 10,616 shares of Invesco National AMT-Free Municipal Bond ETF worth $249K as of Q2 2022.
  • Invesco National AMT-Free Municipal Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.2% of KerberRose Wealth Management's portfolio in Q2 2022, its #98 holding.
  • 196 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.