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Kowal Investment Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Kowal Investment Group’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 		$1.53M Sell
63,358
-742
-1% -$17.8K 0.28% 55
2024
Q2 		$1.52M Sell
64,100
-2,209
-3% -$52.2K 0.3% 49
2024
Q1 		$1.58M Sell
66,309
-2,128
-3% -$51K 0.34% 45
2023
Q4 		$1.65M Buy
68,437
+34,299
+100% +$783K 0.39% 38
2023
Q3 		$757K Buy
34,138
+16,874
+98% +$391K 0.2% 66
2023
Q2 		$407K Buy
+17,264
New +$407K 0.11% 92

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Kowal Investment Group's PZA Position: Q3 2024 in Review

Kowal Investment Group reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 1.2% in Q3 2024, selling an estimated $17.8K and leaving 63,358 shares worth $1.53M. The position accounts for 0.28% of the portfolio, ranked #55.

Kowal Investment Group first reported a position in PZA in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.65M in Q4 2023. 217 funds tracked by Wall St. Rank hold PZA as of Q3 2024.

  • Kowal Investment Group held 63,358 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.53M as of Q3 2024.
  • Kowal Investment Group sold 742 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2024, an estimated $17.8K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.28% of Kowal Investment Group's portfolio in Q3 2024, its #55 holding.
  • Kowal Investment Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 6 quarters since.
  • Kowal Investment Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.65M in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.