PFGIA
PZA icon

Patriot Financial Group Insurance Agency’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-12,607
Closed -$278K – 446
2022
Q3 		$278K Buy
12,607
+700
+6% +$16.4K 0.07% 315
2022
Q2 		$279K Buy
11,907
+1,360
+13% +$32.3K 0.06% 318
2022
Q1 		$263K Hold
10,547
– – 0.05% 359
2021
Q4 		$286K Hold
10,547
– – 0.05% 365
2021
Q3 		$283K Buy
10,547
+41
+0.4% +$1.12K 0.05% 354
2021
Q2 		$286K Buy
10,506
+459
+5% +$12.5K 0.05% 346
2021
Q1 		$269K Buy
10,047
+710
+8% +$19.1K 0.06% 321
2020
Q4 		$253K Buy
9,337
+797
+9% +$21.3K 0.06% 295
2020
Q3 		$227K Buy
8,540
+165
+2% +$4.43K 0.07% 244
2020
Q2 		$222K Buy
8,375
+55
+0.7% +$1.43K 0.08% 221
2020
Q1 		$215K Buy
8,320
+150
+2% +$3.96K 0.1% 198
2019
Q4 		$216K Buy
8,170
+170
+2% +$4.5K 0.08% 208
2019
Q3 		$212K Sell
8,000
-211
-3% -$5.59K 0.1% 198
2019
Q2 		$215K Buy
8,211
+276
+3% +$7.15K 0.09% 184
2019
Q1 		$204K Buy
7,935
+387
+5% +$9.75K 0.1% 163
2018
Q4 		$189K Buy
7,548
+433
+6% +$10.7K 0.12% 133
2018
Q3 		$176K Buy
+7,115
New +$178K 0.11% 134
2018
Q2 		– Sell
-6,910
Closed -$174K – 847
2018
Q1 		$174K Buy
6,910
+826
+14% +$20.9K 0.13% 150
2017
Q4 		$157K Buy
6,084
+26
+0.4% +$667 0.12% 150
2017
Q3 		$155K Buy
6,058
+2,507
+71% +$64.2K 0.14% 131
2017
Q2 		$90K Buy
3,551
+5
+0.1% +$127 0.09% 168
2017
Q1 		$89K Buy
3,546
+5
+0.1% +$125 0.09% 159
2016
Q4 		$89K Buy
+3,541
New +$89.3K 0.12% 151

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PZA Position: Q4 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2022, closing a stake of 12,607 shares — an estimated $278K sold.

Patriot Financial Group Insurance Agency first reported a position in PZA in Q4 2016 and held it in 23 quarters. The position peaked at $286K in Q4 2021. 177 funds tracked by Wall St. Rank hold PZA as of Q4 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 12,607 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2022, an estimated $278K.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Invesco National AMT-Free Municipal Bond ETF position peaked at $286K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2022, filed 17 Jan 2023.