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Summit Wealth & Retirement Planning’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Summit Wealth & Retirement Planning’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
2023
Q2 		– Sell
-52,458
Closed -$1.24M – 95
2023
Q1 		$1.24M Buy
+52,458
New +$1.23M 0.46% 27
2022
Q4 		– Sell
-64,543
Closed -$1.43M – 120
2022
Q3 		$1.43M Sell
64,543
-43,703
-40% -$1.03M 0.57% 31
2022
Q2 		$2.54M Sell
108,246
-4,687
-4% -$111K 0.97% 24
2022
Q1 		$2.81M Buy
112,933
+219
+0.2% +$5.7K 0.99% 23
2021
Q4 		$3.06M Sell
112,714
-27,737
-20% -$748K 1.04% 22
2021
Q3 		$3.77M Sell
140,451
-14,665
-9% -$400K 1.38% 20
2021
Q2 		$4.23M Sell
155,116
-26,643
-15% -$723K 1.56% 17
2021
Q1 		$4.86M Sell
181,759
-4,346
-2% -$117K 1.81% 15
2020
Q4 		$5.04M Buy
186,105
+62,519
+51% +$1.67M 1.91% 14
2020
Q3 		$3.29M Buy
123,586
+12,008
+11% +$322K 1.41% 17
2020
Q2 		$2.96M Sell
111,578
-5,521
-5% -$144K 1.39% 19
2020
Q1 		$3.02M Sell
117,099
-10,159
-8% -$268K 1.61% 15
2019
Q4 		$3.37M Buy
127,258
+1,050
+0.8% +$27.8K 1.5% 14
2019
Q3 		$3.35M Buy
126,208
+1,384
+1% +$36.6K 2.02% 9
2019
Q2 		$3.26M Sell
124,824
-6,937
-5% -$180K 1.91% 9
2019
Q1 		$3.38M Buy
131,761
+45,030
+52% +$1.13M 2.01% 8
2018
Q4 		$2.17M Buy
+86,731
New +$2.14M 1.64% 13

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit Wealth & Retirement Planning's PZA Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2023, closing a stake of 52,458 shares — an estimated $1.24M sold.

Summit Wealth & Retirement Planning first reported a position in PZA in Q4 2018 and held it in 17 quarters. The position peaked at $5.04M in Q4 2020. 180 funds tracked by Wall St. Rank hold PZA as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 52,458 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2023, an estimated $1.24M.
  • Summit Wealth & Retirement Planning first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and held it in 17 quarters.
  • Summit Wealth & Retirement Planning's Invesco National AMT-Free Municipal Bond ETF position peaked at $5.04M in Q4 2020.
  • 180 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.