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

Liberty Wealth Management’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
2021
Q3 		– Sell
-125
Closed -$3K – 1227
2021
Q2 		$3K Buy
+125
New +$3.39K ﹤0.01% 877

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Liberty Wealth Management's PZA Position: Q3 2021 in Review

Liberty Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2021, closing a stake of 125 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in PZA in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 191 funds tracked by Wall St. Rank hold PZA as of Q3 2021.

  • Liberty Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 125 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2021, an estimated $3K.
  • Liberty Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $3K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.