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

Tucker Asset Management’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 Q1	–	Sell	-19	Closed	-$459	–	1753
2023 Q4	$459	Buy	+19	New	+$434	﹤0.01%	1317
2023 Q3	–	Sell	-453	Closed	-$10.7K	–	1516
2023 Q2	$10.7K	Hold	453	–	–	﹤0.01%	509
2023 Q1	$10.7K	Hold	453	–	–	﹤0.01%	532
2022 Q4	$10.4K	Buy	453 +370	+446%	+$8.38K	﹤0.01%	338
2022 Q3	$1.81K	Buy	+83	New	+$1.95K	﹤0.01%	576

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Tucker Asset Management's PZA Position: Q1 2024 in Review

Tucker Asset Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2024, closing a stake of 19 shares — an estimated $459 sold.

Tucker Asset Management first reported a position in PZA in Q3 2022 and held it in 5 quarters. The position peaked at $10.7K in Q1 2023. 199 funds tracked by Wall St. Rank hold PZA as of Q1 2024.

Tucker Asset Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Tucker Asset Management sold 19 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2024, an estimated $459.
Tucker Asset Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2022 and held it in 5 quarters.
Tucker Asset Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $10.7K in Q1 2023.
199 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2024.

Based on Tucker Asset Management's 13F filing for Q1 2024, filed 9 Aug 2024.