Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Legacy Financial Group (Iowa)’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
-1,629
Closed -$36.1K – 398
2023
Q3 		$36.1K Buy
+1,629
New +$37.7K 0.01% 210

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TNBTD
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Legacy Financial Group (Iowa)'s PZA Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2023, closing a stake of 1,629 shares — an estimated $36.1K sold.

Legacy Financial Group (Iowa) first reported a position in PZA in Q3 2023 and held it in 1 quarter. The position peaked at $36.1K in Q3 2023. 203 funds tracked by Wall St. Rank hold PZA as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,629 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2023, an estimated $36.1K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Invesco National AMT-Free Municipal Bond ETF position peaked at $36.1K in Q3 2023.
  • 203 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.