Legacy Capital Wealth Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Legacy Capital Wealth Partners’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 Q4	–	Sell	-35,000	Closed	-$776K	–	304
2023 Q3	$776K	Buy	+35,000	New	+$811K	0.21%	98
2023 Q2	–	Sell	-35,000	Closed	-$829K	–	186
2023 Q1	$829K	Buy	+35,000	New	+$823K	0.23%	94

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

Legacy Capital Wealth Partners's PZA Position: Q4 2023 in Review

Legacy Capital Wealth Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2023, closing a stake of 35,000 shares — an estimated $776K sold.

Legacy Capital Wealth Partners first reported a position in PZA in Q1 2023 and held it in 2 quarters. The position peaked at $829K in Q1 2023. 203 funds tracked by Wall St. Rank hold PZA as of Q4 2023.

Legacy Capital Wealth Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Legacy Capital Wealth Partners sold 35,000 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2023, an estimated $776K.
Legacy Capital Wealth Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2023 and held it in 2 quarters.
Legacy Capital Wealth Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $829K in Q1 2023.
203 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.