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

Ranch Capital 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
2021 Q4	–	Sell	-665	Closed	-$18K	–	463
2021 Q3	$18K	Hold	665	–	–	0.01%	393
2021 Q2	$18K	Hold	665	–	–	0.01%	518
2021 Q1	$17K	Hold	665	–	–	0.01%	508
2020 Q4	$18K	Hold	665	–	–	0.01%	498
2020 Q3	$17K	Hold	665	–	–	0.01%	489
2020 Q2	$18K	Hold	665	–	–	0.01%	499
2020 Q1	$17K	Hold	665	–	–	0.02%	468
2019 Q4	$18K	Buy	+665	New	+$17.6K	0.01%	528

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

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

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

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

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

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

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

Ranch Capital Advisors's PZA Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2021, closing a stake of 665 shares — an estimated $18K sold.

Ranch Capital Advisors first reported a position in PZA in Q4 2019 and held it in 8 quarters. The position peaked at $18K in Q3 2021. 211 funds tracked by Wall St. Rank hold PZA as of Q4 2021.

Ranch Capital Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 665 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2021, an estimated $18K.
Ranch Capital Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $18K in Q3 2021.
211 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.