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Norden Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Norden Group’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
-17,022
Closed -$377K – 299
2023
Q3 		$377K Buy
+17,022
New +$394K 0.12% 157

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Norden Group's PZA Position: Q4 2023 in Review

Norden Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2023, closing a stake of 17,022 shares — an estimated $377K sold.

Norden Group first reported a position in PZA in Q3 2023 and held it in 1 quarter. The position peaked at $377K in Q3 2023. 203 funds tracked by Wall St. Rank hold PZA as of Q4 2023.

  • Norden Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Norden Group sold 17,022 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2023, an estimated $377K.
  • Norden Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Norden Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $377K in Q3 2023.
  • 203 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2023.

Based on Norden Group's 13F filing for Q4 2023, filed 5 Feb 2024.