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

tru Independence’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
2021 Q1	–	Sell	-21,688	Closed	-$521	–	614
2020 Q4	$521	Buy	+21,688	New	+$580K	﹤0.01%	380
2020 Q1	–	Sell	-244	Closed	-$6K	–	864
2019 Q4	$6K	Buy	+244	New	+$6.46K	﹤0.01%	647

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

tru Independence's PZA Position: Q1 2021 in Review

tru Independence sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2021, closing a stake of 21,688 shares — an estimated $521 sold.

tru Independence first reported a position in PZA in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 184 funds tracked by Wall St. Rank hold PZA as of Q1 2021.

tru Independence reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
tru Independence sold 21,688 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2021, an estimated $521.
tru Independence first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 2 quarters.
tru Independence's Invesco National AMT-Free Municipal Bond ETF position peaked at $6K in Q4 2019.
184 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.