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

Parallel 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
2022 Q1	–	Sell	-2,908	Closed	-$79K	–	3213
2021 Q4	$79K	Hold	2,908	–	–	﹤0.01%	1105
2021 Q3	$78K	Hold	2,908	–	–	﹤0.01%	1084
2021 Q2	$79K	Hold	2,908	–	–	﹤0.01%	1030
2021 Q1	$78K	Sell	2,908 -164	-5%	-$4.42K	﹤0.01%	989
2020 Q4	$83K	Hold	3,072	–	–	﹤0.01%	882
2020 Q3	$82K	Buy	3,072 +396	+15%	+$10.6K	0.01%	861
2020 Q2	$71K	Sell	2,676 -875	-25%	-$22.8K	﹤0.01%	902
2020 Q1	$91K	Buy	+3,551	New	+$93.8K	0.01%	713
2018 Q4	–	Sell	-7,415	Closed	-$184K	–	2243
2018 Q3	$184K	Hold	7,415	–	–	0.02%	406
2018 Q2	$186K	Hold	7,415	–	–	0.03%	374
2018 Q1	$186K	Buy	+7,415	New	+$187K	0.03%	349

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Parallel Advisors's PZA Position: Q1 2022 in Review

Parallel Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2022, closing a stake of 2,908 shares — an estimated $79K sold.

Parallel Advisors first reported a position in PZA in Q1 2018 and held it in 11 quarters. The position peaked at $186K in Q2 2018. 197 funds tracked by Wall St. Rank hold PZA as of Q1 2022.

Parallel Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Parallel Advisors sold 2,908 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $79K.
Parallel Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2018 and held it in 11 quarters.
Parallel Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $186K in Q2 2018.
197 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Parallel Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.