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Strategic Financial Concepts’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Strategic Financial Concepts’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
-30,778
Closed -$18.3K – 599
2024
Q2 		$18.3K Buy
+30,778
New +$727K 0.01% 346

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Strategic Financial Concepts's PZA Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2024, closing a stake of 30,778 shares — an estimated $18.3K sold.

Strategic Financial Concepts first reported a position in PZA in Q2 2024 and held it in 1 quarter. The position peaked at $18.3K in Q2 2024. 217 funds tracked by Wall St. Rank hold PZA as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 30,778 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2024, an estimated $18.3K.
  • Strategic Financial Concepts first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Invesco National AMT-Free Municipal Bond ETF position peaked at $18.3K in Q2 2024.
  • 217 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.