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Waddell & Associates’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Waddell & Associates’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
Q4 		– Sell
-27,810
Closed -$614K – 149
2022
Q3 		$614K Buy
+27,810
New +$653K 0.12% 53

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Waddell & Associates's PZA Position: Q4 2022 in Review

Waddell & Associates sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2022, closing a stake of 27,810 shares — an estimated $614K sold.

Waddell & Associates first reported a position in PZA in Q3 2022 and held it in 1 quarter. The position peaked at $614K in Q3 2022. 177 funds tracked by Wall St. Rank hold PZA as of Q4 2022.

  • Waddell & Associates reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Waddell & Associates sold 27,810 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2022, an estimated $614K.
  • Waddell & Associates first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2022 and held it in 1 quarter.
  • Waddell & Associates's Invesco National AMT-Free Municipal Bond ETF position peaked at $614K in Q3 2022.
  • 177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2022.

Based on Waddell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.