Lido Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Lido Advisors’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	-9,982	Closed	-$233K	–	1016
2022 Q2	$233K	Buy	9,982 +18	+0.2%	+$428	﹤0.01%	821
2022 Q1	$248K	Sell	9,964 -2,716	-21%	-$70.6K	﹤0.01%	879
2021 Q4	$343K	Buy	12,680 +2,649	+26%	+$71.4K	﹤0.01%	752
2021 Q3	$269K	Buy	10,031 +116	+1%	+$3.16K	﹤0.01%	779
2021 Q2	$270K	Buy	9,915 +16	+0.2%	+$434	﹤0.01%	755
2021 Q1	$265K	Buy	9,899 +421	+4%	+$11.4K	﹤0.01%	706
2020 Q4	$256K	Sell	9,478 -2,074	-18%	-$55.5K	0.01%	679
2020 Q3	$308K	Buy	+11,552	New	+$310K	0.01%	479

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

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

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

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

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

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

Lido Advisors's PZA Position: Q3 2022 in Review

Lido Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2022, closing a stake of 9,982 shares — an estimated $233K sold.

Lido Advisors first reported a position in PZA in Q3 2020 and held it in 8 quarters. The position peaked at $343K in Q4 2021. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

Lido Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Lido Advisors sold 9,982 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $233K.
Lido Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2020 and held it in 8 quarters.
Lido Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $343K in Q4 2021.
181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.