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Sheets Smith Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Sheets Smith Wealth Management’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
-3,500
Closed -$77.6K – 456
2023
Q3 		$77.6K Buy
+3,500
New +$81.1K 0.01% 365

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sheets Smith Wealth Management's PZA Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2023, closing a stake of 3,500 shares — an estimated $77.6K sold.

Sheets Smith Wealth Management first reported a position in PZA in Q3 2023 and held it in 1 quarter. The position peaked at $77.6K in Q3 2023. 203 funds tracked by Wall St. Rank hold PZA as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,500 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2023, an estimated $77.6K.
  • Sheets Smith Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $77.6K in Q3 2023.
  • 203 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.