MW
PZA icon

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

Marcum Wealth’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
2024
Q1 		– Sell
-17,900
Closed -$433K – 413
2023
Q4 		$433K Buy
+17,900
New +$408K 0.05% 200

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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

Marcum Wealth's PZA Position: Q1 2024 in Review

Marcum Wealth sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2024, closing a stake of 17,900 shares — an estimated $433K sold.

Marcum Wealth first reported a position in PZA in Q4 2023 and held it in 1 quarter. The position peaked at $433K in Q4 2023. 199 funds tracked by Wall St. Rank hold PZA as of Q1 2024.

  • Marcum Wealth reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Marcum Wealth sold 17,900 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2024, an estimated $433K.
  • Marcum Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Marcum Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $433K in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2024.

Based on Marcum Wealth's 13F filing for Q1 2024, filed 10 Apr 2024.