Leelyn Smith’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-419	Closed	-$9.61K	–	345
2022 Q4	$9.61K	Buy	+419	New	+$9.49K	﹤0.01%	324
2022 Q3	–	Sell	-561	Closed	-$13K	–	500
2022 Q2	$13K	Sell	561 -33	-6%	-$784	﹤0.01%	272
2022 Q1	$15K	Buy	594 +293	+97%	+$7.62K	﹤0.01%	261
2021 Q4	$8K	Sell	301 -14	-4%	-$377	﹤0.01%	304
2021 Q3	$8K	Sell	315 -13	-4%	-$355	﹤0.01%	297
2021 Q2	$9K	Sell	328 -12	-4%	-$326	﹤0.01%	289
2021 Q1	$9K	Buy	+340	New	+$9.17K	﹤0.01%	302
2020 Q4	–	Sell	-366	Closed	-$10K	–	370
2020 Q3	$10K	Sell	366 -15	-4%	-$402	﹤0.01%	260
2020 Q2	$10K	Buy	381 +13	+4%	+$339	﹤0.01%	317
2020 Q1	$9K	Sell	368 -581	-61%	-$15.3K	﹤0.01%	250
2019 Q4	$25	Buy	+949	New	+$25.1K	0.01%	217

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Leelyn Smith's PZA Position: Q1 2023 in Review

Leelyn Smith sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2023, closing a stake of 419 shares — an estimated $9.61K sold.

Leelyn Smith first reported a position in PZA in Q4 2019 and held it in 11 quarters. The position peaked at $15K in Q1 2022. 171 funds tracked by Wall St. Rank hold PZA as of Q1 2023.

Leelyn Smith reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 419 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2023, an estimated $9.61K.
Leelyn Smith first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 11 quarters.
Leelyn Smith's Invesco National AMT-Free Municipal Bond ETF position peaked at $15K in Q1 2022.
171 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.