Moseley Investment Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Moseley Investment 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 Q2	–	Sell	-8,169	Closed	-$204K	–	164
2022 Q1	$204K	Sell	8,169 -1,303	-14%	-$33.9K	0.11%	158
2021 Q4	$257K	Sell	9,472 -384	-4%	-$10.4K	0.12%	161
2021 Q3	$265K	Sell	9,856 -814	-8%	-$22.2K	0.13%	148
2021 Q2	$291K	Buy	+10,670	New	+$289K	0.14%	140
2021 Q1	–	Sell	-16,795	Closed	-$617K	–	165
2020 Q4	$617K	Buy	16,795 +3,089	+23%	+$82.7K	0.36%	76
2020 Q3	$365K	Buy	13,706 +6	+0%	+$161	0.26%	93
2020 Q2	$364K	Sell	13,700 -1,093	-7%	-$28.5K	0.3%	83
2020 Q1	$382K	Sell	14,793 -2,334	-14%	-$61.6K	0.45%	64
2019 Q4	$453K	Sell	17,127 -2,747	-14%	-$72.7K	0.45%	66
2019 Q3	$527K	Buy	19,874 +1,200	+6%	+$31.8K	0.55%	54
2019 Q2	$488K	Buy	18,674 +993	+6%	+$25.7K	0.45%	61
2019 Q1	$454K	Buy	+17,681	New	+$445K	0.47%	62

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Moseley Investment Management's PZA Position: Q2 2022 in Review

Moseley Investment Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2022, closing a stake of 8,169 shares — an estimated $204K sold.

Moseley Investment Management first reported a position in PZA in Q1 2019 and held it in 12 quarters. The position peaked at $617K in Q4 2020. 196 funds tracked by Wall St. Rank hold PZA as of Q2 2022.

Moseley Investment Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Moseley Investment Management sold 8,169 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2022, an estimated $204K.
Moseley Investment Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2019 and held it in 12 quarters.
Moseley Investment Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $617K in Q4 2020.
196 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2022.

Based on Moseley Investment Management's 13F filing for Q2 2022, filed 15 Jul 2022.