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Steward Partners Investment Solutions’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$398K Buy
+16,686
New +$400K 0.07% 179

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Steward Partners Investment Solutions's PZA Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2024: 16,686 shares worth $398K. The stake represents 0.07% of the portfolio and ranks #179 among its holdings.

199 funds tracked by Wall St. Rank hold PZA as of Q1 2024.

  • Steward Partners Investment Solutions held 16,686 shares of Invesco National AMT-Free Municipal Bond ETF worth $398K as of Q1 2024.
  • Invesco National AMT-Free Municipal Bond ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.07% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #179 holding.
  • 199 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.