Sound Income Strategies’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Sound Income Strategies’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
2024 Q3	–	Sell	-281	Closed	-$6.65K	–	1474
2024 Q2	$6.65K	Hold	281	–	–	﹤0.01%	872
2024 Q1	$6.7K	Hold	281	–	–	﹤0.01%	853
2023 Q4	$6.79K	Hold	281	–	–	﹤0.01%	821
2023 Q3	$6.23K	Hold	281	–	–	﹤0.01%	696
2023 Q2	$6.63K	Hold	281	–	–	﹤0.01%	680
2023 Q1	$6.65K	Hold	281	–	–	﹤0.01%	646
2022 Q4	$6.45K	Hold	281	–	–	﹤0.01%	611
2022 Q3	$6K	Hold	281	–	–	﹤0.01%	564
2022 Q2	$7K	Hold	281	–	–	﹤0.01%	535
2022 Q1	$7K	Hold	281	–	–	﹤0.01%	547
2021 Q4	$8K	Hold	281	–	–	﹤0.01%	511
2021 Q3	$8K	Hold	281	–	–	﹤0.01%	498
2021 Q2	$8K	Hold	281	–	–	﹤0.01%	525
2021 Q1	$7.52K	Hold	281	–	–	﹤0.01%	550
2020 Q4	$8K	Hold	281	–	–	﹤0.01%	506
2020 Q3	$7K	Hold	281	–	–	﹤0.01%	494
2020 Q2	$7K	Hold	281	–	–	﹤0.01%	460
2020 Q1	$7K	Hold	281	–	–	﹤0.01%	402
2019 Q4	$7K	Hold	281	–	–	﹤0.01%	404
2019 Q3	$7K	Hold	281	–	–	﹤0.01%	380
2019 Q2	$7K	Hold	281	–	–	﹤0.01%	395
2019 Q1	$7K	Hold	281	–	–	﹤0.01%	402
2018 Q4	$7K	Hold	281	–	–	﹤0.01%	396
2018 Q3	$7K	Hold	281	–	–	﹤0.01%	415
2018 Q2	$7K	Hold	281	–	–	﹤0.01%	383
2018 Q1	$7K	Hold	281	–	–	﹤0.01%	344
2017 Q4	$7K	Buy	+281	New	+$7.21K	﹤0.01%	285

Other funds holding PZA

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Sound Income Strategies's PZA Position: Q3 2024 in Review

Sound Income Strategies sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2024, closing a stake of 281 shares — an estimated $6.65K sold.

Sound Income Strategies first reported a position in PZA in Q4 2017 and held it in 27 quarters. The position peaked at $8K in Q4 2021. 217 funds tracked by Wall St. Rank hold PZA as of Q3 2024.

Sound Income Strategies reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Sound Income Strategies sold 281 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2024, an estimated $6.65K.
Sound Income Strategies first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 27 quarters.
Sound Income Strategies's Invesco National AMT-Free Municipal Bond ETF position peaked at $8K in Q4 2021.
217 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.