Tru Independence Asset Management 2’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Tru Independence Asset Management 2’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 Q2	–	Sell	-17,250	Closed	-$430K	–	88
2022 Q1	$430K	Sell	17,250 -98	-0.6%	-$2.55K	0.25%	49
2021 Q4	$470K	Buy	17,348 +96	+0.6%	+$2.59K	0.25%	71
2021 Q3	$463K	Sell	17,252 -1,824	-10%	-$49.7K	0.33%	58
2021 Q2	$520K	Sell	19,076 -1,193	-6%	-$32.4K	0.36%	63
2021 Q1	$542K	Sell	20,269 -53	-0.3%	-$1.43K	0.43%	64
2020 Q4	$551K	Buy	+20,322	New	+$544K	0.46%	54

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tru Independence Asset Management 2's PZA Position: Q2 2022 in Review

Tru Independence Asset Management 2 sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2022, closing a stake of 17,250 shares — an estimated $430K sold.

Tru Independence Asset Management 2 first reported a position in PZA in Q4 2020 and held it in 6 quarters. The position peaked at $551K in Q4 2020. 196 funds tracked by Wall St. Rank hold PZA as of Q2 2022.

Tru Independence Asset Management 2 reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 17,250 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2022, an estimated $430K.
Tru Independence Asset Management 2 first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and held it in 6 quarters.
Tru Independence Asset Management 2's Invesco National AMT-Free Municipal Bond ETF position peaked at $551K in Q4 2020.
196 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2022, filed 2 Aug 2022.