Riverview Trust Company’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Riverview Trust Company’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
2023 Q4	–	Sell	-2,220	Closed	-$49.2K	–	506
2023 Q3	$49.2K	Hold	2,220	–	–	0.04%	236
2023 Q2	$52.4K	Hold	2,220	–	–	0.05%	204
2023 Q1	$52.6K	Hold	2,220	–	–	0.05%	204
2022 Q4	$51K	Hold	2,220	–	–	0.05%	211
2022 Q3	$49K	Hold	2,220	–	–	0.05%	210
2022 Q2	$52K	Hold	2,220	–	–	0.05%	210
2022 Q1	$55K	Hold	2,220	–	–	0.04%	210
2021 Q4	$60	Hold	2,220	–	–	0.04%	153
2021 Q3	$60K	Buy	+2,220	New	+$60.5K	0.06%	145

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Riverview Trust Company's PZA Position: Q4 2023 in Review

Riverview Trust Company sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2023, closing a stake of 2,220 shares — an estimated $49.2K sold.

Riverview Trust Company first reported a position in PZA in Q3 2021 and held it in 9 quarters. The position peaked at $60K in Q3 2021. 203 funds tracked by Wall St. Rank hold PZA as of Q4 2023.

Riverview Trust Company reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Riverview Trust Company sold 2,220 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2023, an estimated $49.2K.
Riverview Trust Company first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2021 and held it in 9 quarters.
Riverview Trust Company's Invesco National AMT-Free Municipal Bond ETF position peaked at $60K in Q3 2021.
203 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.