Vantage Financial Partners (Wisconsin)’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q2	–	Sell	-20,021	Closed	-$477K	–	156
2024 Q1	$477K	Buy	20,021 +106	+0.5%	+$2.54K	0.13%	85
2023 Q4	$482K	Buy	+19,915	New	+$454K	0.14%	71

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

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

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

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Vantage Financial Partners (Wisconsin)'s PZA Position: Q2 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2024, closing a stake of 20,021 shares — an estimated $477K sold.

Vantage Financial Partners (Wisconsin) first reported a position in PZA in Q4 2023 and held it in 2 quarters. The position peaked at $482K in Q4 2023. 211 funds tracked by Wall St. Rank hold PZA as of Q2 2024.

Vantage Financial Partners (Wisconsin) reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 20,021 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2024, an estimated $477K.
Vantage Financial Partners (Wisconsin) first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and held it in 2 quarters.
Vantage Financial Partners (Wisconsin)'s Invesco National AMT-Free Municipal Bond ETF position peaked at $482K in Q4 2023.
211 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q2 2024, filed 7 Aug 2024.