Meeder Asset Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Meeder Asset 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
2022 Q3	–	Sell	-66	Closed	-$2K	–	2317
2022 Q2	$2K	Sell	66 -323	-83%	-$7.67K	﹤0.01%	1913
2022 Q1	$10K	Hold	389	–	–	﹤0.01%	1557
2021 Q4	$11K	Sell	389 -56	-13%	-$1.51K	﹤0.01%	747
2021 Q3	$12K	Buy	445 +122	+38%	+$3.33K	﹤0.01%	1608
2021 Q2	$9K	Hold	323	–	–	﹤0.01%	1738
2021 Q1	$9K	Hold	323	–	–	﹤0.01%	1647
2020 Q4	$9K	Buy	+323	New	+$8.64K	﹤0.01%	1033

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

Meeder Asset Management's PZA Position: Q3 2022 in Review

Meeder Asset Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2022, closing a stake of 66 shares — an estimated $2K sold.

Meeder Asset Management first reported a position in PZA in Q4 2020 and held it in 7 quarters. The position peaked at $12K in Q3 2021. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

Meeder Asset Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Meeder Asset Management sold 66 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $2K.
Meeder Asset Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and held it in 7 quarters.
Meeder Asset Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $12K in Q3 2021.
181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on Meeder Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.