Lowe Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$1.21K | – | 317 |
|
|
2023
Q4 | $1.21K | Hold |
50
| – | – | ﹤0.01% | 283 |
|
|
2023
Q3 | $1.11K | Hold |
50
| – | – | ﹤0.01% | 276 |
|
|
2023
Q2 | $1.18K | Hold |
50
| – | – | ﹤0.01% | 313 |
|
|
2023
Q1 | $1.18K | Hold |
50
| – | – | ﹤0.01% | 309 |
|
|
2022
Q4 | $1.15K | Hold |
50
| – | – | ﹤0.01% | 315 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 320 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 302 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 311 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 292 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 276 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 268 |
|
|
2021
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 263 |
|
|
2020
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 256 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 253 |
|
|
2020
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 252 |
|
|
2020
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 281 |
|
|
2019
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 281 |
|
|
2019
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 265 |
|
|
2019
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 279 |
|
|
2019
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 256 |
|
|
2018
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 237 |
|
|
2018
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 275 |
|
|
2018
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 228 |
|
|
2018
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 232 |
|
|
2017
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 238 |
|
|
2017
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 228 |
|
|
2017
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 207 |
|
|
2017
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 209 |
|
|
2016
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 219 |
|
|
2016
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 232 |
|
|
2016
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 237 |
|
|
2016
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 209 |
|
|
2015
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 220 |
|
|
2015
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 219 |
|
|
2015
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 217 |
|
|
2015
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 214 |
|
|
2014
Q4 | $1K | Buy |
+50
| New | +$1.26K | ﹤0.01% | 190 |
|
Other funds holding PZA
CCWA
TNBTD
OPAM
Lowe Wealth Advisors's PZA Position: Q1 2024 in Review
Lowe Wealth Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2024, closing a stake of 50 shares — an estimated $1.21K sold.
Lowe Wealth Advisors first reported a position in PZA in Q4 2014 and held it in 37 quarters. The position peaked at $1.21K in Q4 2023. 199 funds tracked by Wall St. Rank hold PZA as of Q1 2024.
- Lowe Wealth Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
- Lowe Wealth Advisors sold 50 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2024, an estimated $1.21K.
- Lowe Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2014 and held it in 37 quarters.
- Lowe Wealth Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.21K in Q4 2023.
- 199 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2024.
Based on Lowe Wealth Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.