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

Mills Wealth 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
2023 Q4	–	Sell	-11,089	Closed	-$246K	–	54
2023 Q3	$246K	Buy	+11,089	New	+$257K	0.2%	40
2023 Q1	–	Sell	-98,696	Closed	-$2.26M	–	51
2022 Q4	$2.26M	Buy	+98,696	New	+$2.24M	2.05%	11

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Mills Wealth Advisors's PZA Position: Q4 2023 in Review

Mills Wealth Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2023, closing a stake of 11,089 shares — an estimated $246K sold.

Mills Wealth Advisors first reported a position in PZA in Q4 2022 and held it in 2 quarters. The position peaked at $2.26M in Q4 2022. 203 funds tracked by Wall St. Rank hold PZA as of Q4 2023.

Mills Wealth Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Mills Wealth Advisors sold 11,089 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2023, an estimated $246K.
Mills Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
Mills Wealth Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.26M in Q4 2022.
203 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2023.

Based on Mills Wealth Advisors's 13F filing for Q4 2023, filed 3 Jul 2024.