Venture Visionary Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Venture Visionary Partners’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 Q3	–	Sell	-140	Closed	-$3.28K	–	1269
2022 Q2	$3.28K	Buy	+140	New	+$3.33K	﹤0.01%	1479
2021 Q3	–	Sell	-8,852	Closed	-$241K	–	523
2021 Q2	$241K	Sell	8,852 -4,483	-34%	-$122K	0.02%	434
2021 Q1	$356K	Sell	13,335 -4,421	-25%	-$119K	0.03%	346
2020 Q4	$481K	Buy	+17,756	New	+$475K	0.05%	243

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Venture Visionary Partners's PZA Position: Q3 2022 in Review

Venture Visionary Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2022, closing a stake of 140 shares — an estimated $3.28K sold.

Venture Visionary Partners first reported a position in PZA in Q4 2020 and held it in 4 quarters. The position peaked at $481K in Q4 2020. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

Venture Visionary Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Venture Visionary Partners sold 140 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $3.28K.
Venture Visionary Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and held it in 4 quarters.
Venture Visionary Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $481K in Q4 2020.
181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.