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

Occidental 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
2023
Q1 		– Sell
-12,277
Closed -$282K – 215
2022
Q4 		$282K Buy
+12,277
New +$278K 0.08% 163

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Occidental Asset Management's PZA Position: Q1 2023 in Review

Occidental Asset Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2023, closing a stake of 12,277 shares — an estimated $282K sold.

Occidental Asset Management first reported a position in PZA in Q4 2022 and held it in 1 quarter. The position peaked at $282K in Q4 2022. 171 funds tracked by Wall St. Rank hold PZA as of Q1 2023.

  • Occidental Asset Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Occidental Asset Management sold 12,277 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2023, an estimated $282K.
  • Occidental Asset Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Occidental Asset Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $282K in Q4 2022.
  • 171 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2023.

Based on Occidental Asset Management's 13F filing for Q1 2023, filed 11 May 2023.