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Simplicity Wealth’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Simplicity Wealth’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
Q2 		– Sell
-23,109
Closed -$576K – 61
2022
Q1 		$576K Sell
23,109
-18,728
-45% -$487K 0.56% 45
2021
Q4 		$1.13M Buy
+41,837
New +$1.13M 0.61% 36

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Simplicity Wealth's PZA Position: Q2 2022 in Review

Simplicity Wealth sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2022, closing a stake of 23,109 shares — an estimated $576K sold.

Simplicity Wealth first reported a position in PZA in Q4 2021 and held it in 2 quarters. The position peaked at $1.13M in Q4 2021. 196 funds tracked by Wall St. Rank hold PZA as of Q2 2022.

  • Simplicity Wealth reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Simplicity Wealth sold 23,109 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2022, an estimated $576K.
  • Simplicity Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and held it in 2 quarters.
  • Simplicity Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.13M in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2022.

Based on Simplicity Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.