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TCWP’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

TCWP’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
-15,166
Closed -$359K – 233
2023
Q1 		$359K Buy
15,166
+1,549
+11% +$36.4K 0.07% 161
2022
Q4 		$312K Buy
13,617
+1,502
+12% +$34K 0.06% 202
2022
Q3 		$267K Buy
+12,115
New +$284K 0.06% 216
2022
Q2 		– Sell
-6,311
Closed -$157K – 1374
2022
Q1 		$157K Buy
+6,311
New +$164K 0.03% 288

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

TCWP's PZA Position: Q2 2023 in Review

TCWP sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2023, closing a stake of 15,166 shares — an estimated $359K sold.

TCWP first reported a position in PZA in Q1 2022 and held it in 4 quarters. The position peaked at $359K in Q1 2023. 180 funds tracked by Wall St. Rank hold PZA as of Q2 2023.

  • TCWP reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • TCWP sold 15,166 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2023, an estimated $359K.
  • TCWP first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2022 and held it in 4 quarters.
  • TCWP's Invesco National AMT-Free Municipal Bond ETF position peaked at $359K in Q1 2023.
  • 180 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.