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Stock Yards Bank & Trust’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Stock Yards Bank & Trust’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
Q3 		– Sell
-11,400
Closed -$267K – 417
2022
Q2 		$267K Buy
+11,400
New +$271K 0.01% 366

Other funds holding PZA

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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Stock Yards Bank & Trust's PZA Position: Q3 2022 in Review

Stock Yards Bank & Trust sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2022, closing a stake of 11,400 shares — an estimated $267K sold.

Stock Yards Bank & Trust first reported a position in PZA in Q2 2022 and held it in 1 quarter. The position peaked at $267K in Q2 2022. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

  • Stock Yards Bank & Trust reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Stock Yards Bank & Trust sold 11,400 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $267K.
  • Stock Yards Bank & Trust first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • Stock Yards Bank & Trust's Invesco National AMT-Free Municipal Bond ETF position peaked at $267K in Q2 2022.
  • 181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on Stock Yards Bank & Trust's 13F filing for Q3 2022, filed 3 Nov 2022.