Planned Solutions’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-101	Closed	-$2.44K	–	505
2024 Q3	$2.44K	Buy	+101	New	+$2.42K	﹤0.01%	540
2024 Q1	–	Sell	-96	Closed	-$2.32K	–	434
2023 Q4	$2.32K	Buy	+96	New	+$2.19K	﹤0.01%	496
2021 Q1	–	Sell	-188	Closed	-$5K	–	321
2020 Q4	$5K	Hold	188	–	–	﹤0.01%	388
2020 Q3	$5K	Buy	+188	New	+$5.04K	﹤0.01%	279

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Planned Solutions's PZA Position: Q4 2024 in Review

Planned Solutions sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2024, closing a stake of 101 shares — an estimated $2.44K sold.

Planned Solutions first reported a position in PZA in Q3 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 229 funds tracked by Wall St. Rank hold PZA as of Q4 2024.

Planned Solutions reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 101 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2024, an estimated $2.44K.
Planned Solutions first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's Invesco National AMT-Free Municipal Bond ETF position peaked at $5K in Q4 2020.
229 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.