SSG
PZA icon

Summit Securities Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Summit Securities 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
2024
Q3 		– Sell
-1
Closed – – 808
2024
Q2 		$0 Buy
+1
New +$24 ﹤0.01% 743

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

Summit Securities Group's PZA Position: Q3 2024 in Review

Summit Securities Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in PZA in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 217 funds tracked by Wall St. Rank hold PZA as of Q3 2024.

  • Summit Securities Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 Invesco National AMT-Free Municipal Bond ETF share in Q3 2024.
  • Summit Securities Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Summit Securities Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $0 in Q2 2024.
  • 217 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.