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Snowden Capital Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Snowden Capital 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
2023
Q3 		– Sell
-8,489
Closed -$200K – 1164
2023
Q2 		$200K Buy
8,489
+16
+0.2% +$377 0.01% 1111
2023
Q1 		$201K Sell
8,473
-2,087
-20% -$49.1K 0.01% 1086
2022
Q4 		$242K Sell
10,560
-19,793
-65% -$448K 0.01% 1000
2022
Q3 		$670K Buy
30,353
+8,384
+38% +$197K 0.03% 544
2022
Q2 		$514K Sell
21,969
-4,116
-16% -$97.8K 0.02% 617
2022
Q1 		$650K Sell
26,085
-3,443
-12% -$89.5K 0.03% 545
2021
Q4 		$800K Sell
29,528
-779
-3% -$21K 0.04% 370
2021
Q3 		$814K Sell
30,307
-274
-0.9% -$7.47K 0.04% 409
2021
Q2 		$834K Sell
30,581
-3,807
-11% -$103K 0.04% 418
2021
Q1 		$920K Sell
34,388
-370
-1% -$9.98K 0.05% 364
2020
Q4 		$942K Sell
34,758
-3,529
-9% -$94.5K 0.06% 313
2020
Q3 		$1.02M Sell
38,287
-385
-1% -$10.3K 0.08% 265
2020
Q2 		$1.03M Sell
38,672
-8,327
-18% -$217K 0.09% 260
2020
Q1 		$1.21M Sell
46,999
-2,930
-6% -$77.4K 0.13% 214
2019
Q4 		$1.32M Buy
49,929
+220
+0.4% +$5.82K 0.12% 238
2019
Q3 		$1.32M Buy
49,709
+15,052
+43% +$399K 0.13% 221
2019
Q2 		$906K Sell
34,657
-18
-0.1% -$466 0.09% 258
2019
Q1 		$890K Sell
34,675
-3,717
-10% -$93.6K 0.1% 261
2018
Q4 		$959K Buy
38,392
+1,097
+3% +$27.1K 0.12% 231
2018
Q3 		$925K Sell
37,295
-330
-0.9% -$8.28K 0.11% 249
2018
Q2 		$945K Buy
+37,625
New +$945K 0.12% 230
2018
Q1 		– Sell
-40,551
Closed -$1.05M – 407
2017
Q4 		$1.05M Sell
40,551
-274
-0.7% -$7.03K 0.15% 202
2017
Q3 		$1.04M Buy
40,825
+1,982
+5% +$50.8K 0.17% 186
2017
Q2 		$988K Buy
38,843
+2,078
+6% +$52.7K 0.19% 169
2017
Q1 		$920K Buy
36,765
+1,689
+5% +$42.2K 0.2% 160
2016
Q4 		$873K Buy
35,076
+2,009
+6% +$50.7K 0.22% 149
2016
Q3 		$861K Buy
33,067
+2,215
+7% +$58.2K 0.23% 150
2016
Q2 		$819K Buy
30,852
+14,469
+88% +$377K 0.25% 145
2016
Q1 		$422K Buy
+16,383
New +$420K 0.14% 184

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Snowden Capital Advisors's PZA Position: Q3 2023 in Review

Snowden Capital Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2023, closing a stake of 8,489 shares — an estimated $200K sold.

Snowden Capital Advisors first reported a position in PZA in Q1 2016 and held it in 29 quarters. The position peaked at $1.32M in Q4 2019. 188 funds tracked by Wall St. Rank hold PZA as of Q3 2023.

  • Snowden Capital Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Snowden Capital Advisors sold 8,489 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2023, an estimated $200K.
  • Snowden Capital Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2016 and held it in 29 quarters.
  • Snowden Capital Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.32M in Q4 2019.
  • 188 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.