Sound View Wealth Advisors Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Sound View Wealth Advisors Group’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 Q4	–	Sell	-13,045	Closed	-$288K	–	394
2022 Q3	$288K	Hold	13,045	–	–	0.06%	218
2022 Q2	$306K	Hold	13,045	–	–	0.06%	219
2022 Q1	$325K	Hold	13,045	–	–	0.06%	224
2021 Q4	$354K	Hold	13,045	–	–	0.07%	212
2021 Q3	$350K	Hold	13,045	–	–	0.07%	204
2021 Q2	$356K	Hold	13,045	–	–	0.07%	209
2021 Q1	$349K	Hold	13,045	–	–	0.08%	194
2020 Q4	$354K	Hold	13,045	–	–	0.09%	181
2020 Q3	$347K	Hold	13,045	–	–	0.09%	177
2020 Q2	$346K	Hold	13,045	–	–	0.1%	172
2020 Q1	$337K	Hold	13,045	–	–	0.12%	149
2019 Q4	$345K	Hold	13,045	–	–	0.1%	173
2019 Q3	$346K	Hold	13,045	–	–	0.1%	170
2019 Q2	$341K	Buy	+13,045	New	+$338K	0.1%	174

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sound View Wealth Advisors Group's PZA Position: Q4 2022 in Review

Sound View Wealth Advisors Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2022, closing a stake of 13,045 shares — an estimated $288K sold.

Sound View Wealth Advisors Group first reported a position in PZA in Q2 2019 and held it in 14 quarters. The position peaked at $356K in Q2 2021. 177 funds tracked by Wall St. Rank hold PZA as of Q4 2022.

Sound View Wealth Advisors Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Sound View Wealth Advisors Group sold 13,045 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2022, an estimated $288K.
Sound View Wealth Advisors Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2019 and held it in 14 quarters.
Sound View Wealth Advisors Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $356K in Q2 2021.
177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2022.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2022, filed 8 Feb 2023.