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

KWB Wealth’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
Q3 		– Sell
-8,818
Closed -$207K – 109
2022
Q2 		$207K Buy
+8,818
New +$209K 0.04% 99

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
Envestnet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

KWB Wealth's PZA Position: Q3 2022 in Review

KWB Wealth sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2022, closing a stake of 8,818 shares — an estimated $207K sold.

KWB Wealth first reported a position in PZA in Q2 2022 and held it in 1 quarter. The position peaked at $207K in Q2 2022. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

  • KWB Wealth reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • KWB Wealth sold 8,818 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $207K.
  • KWB Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • KWB Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $207K in Q2 2022.
  • 181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on KWB Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.