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SimpliFi Inc’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

SimpliFi Inc’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
Q2 		– Sell
-34,611
Closed -$820K – 38
2023
Q1 		$820K Buy
34,611
+25,368
+274% +$597K 0.4% 23
2022
Q4 		$212K Buy
+9,243
New +$209K 0.11% 28

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SimpliFi Inc's PZA Position: Q2 2023 in Review

SimpliFi Inc sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2023, closing a stake of 34,611 shares — an estimated $820K sold.

SimpliFi Inc first reported a position in PZA in Q4 2022 and held it in 2 quarters. The position peaked at $820K in Q1 2023. 180 funds tracked by Wall St. Rank hold PZA as of Q2 2023.

  • SimpliFi Inc reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • SimpliFi Inc sold 34,611 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2023, an estimated $820K.
  • SimpliFi Inc first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
  • SimpliFi Inc's Invesco National AMT-Free Municipal Bond ETF position peaked at $820K in Q1 2023.
  • 180 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2023.

Based on SimpliFi Inc's 13F filing for Q2 2023, filed 18 Jul 2023.