Regent Peak Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Regent Peak Wealth 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	-7,612	Closed	-$206K	–	170
2021 Q4	$206K	Sell	7,612 -2,891	-28%	-$77.9K	0.06%	162
2021 Q3	$282K	Hold	10,503	–	–	0.08%	135
2021 Q2	$288K	Sell	10,503 -666	-6%	-$18.1K	0.08%	132
2021 Q1	$298K	Buy	11,169 +934	+9%	+$25.2K	0.1%	122
2020 Q4	$277K	Sell	10,235 -1,237	-11%	-$33.1K	0.09%	115
2020 Q3	$305K	Hold	11,472	–	–	0.13%	95
2020 Q2	$305K	Hold	11,472	–	–	0.14%	87
2020 Q1	$295K	Sell	11,472 -2,215	-16%	-$58.5K	0.16%	86
2019 Q4	$362K	Buy	+13,687	New	+$362K	0.17%	86

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

Regent Peak Wealth Advisors's PZA Position: Q1 2022 in Review

Regent Peak Wealth Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2022, closing a stake of 7,612 shares — an estimated $206K sold.

Regent Peak Wealth Advisors first reported a position in PZA in Q4 2019 and held it in 9 quarters. The position peaked at $362K in Q4 2019. 197 funds tracked by Wall St. Rank hold PZA as of Q1 2022.

Regent Peak Wealth Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Regent Peak Wealth Advisors sold 7,612 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2022, an estimated $206K.
Regent Peak Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 9 quarters.
Regent Peak Wealth Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $362K in Q4 2019.
197 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2022, filed 3 May 2022.