Sofi Wealth LLC Boosts Stock Holdings in Invesco National AMT-Free Municipal Bond ETF $PZA

Sofi Wealth LLC boosted its holdings in shares of Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA) by 312.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,983,286 shares of the company’s stock after purchasing an additional 1,502,814 shares during the quarter. Invesco National AMT-Free Municipal Bond ETF comprises about 2.2% of Sofi Wealth LLC’s investment portfolio, making the stock its 15th largest position. Sofi Wealth LLC owned about 1.14% of Invesco National AMT-Free Municipal Bond ETF worth $45,576,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of PZA. Blair William & Co. IL boosted its position in Invesco National AMT-Free Municipal Bond ETF by 795.2% in the 3rd quarter. Blair William & Co. IL now owns 1,486 shares of the company’s stock valued at $34,000 after buying an additional 1,320 shares during the period. Coston McIsaac & Partners acquired a new stake in Invesco National AMT-Free Municipal Bond ETF in the fourth quarter worth about $40,000. Centennial Bank AR increased its holdings in Invesco National AMT-Free Municipal Bond ETF by 204.3% in the 4th quarter. Centennial Bank AR now owns 2,030 shares of the company’s stock worth $47,000 after buying an additional 1,363 shares during the period. Kingdom Financial Group LLC. acquired a new stake in Invesco National AMT-Free Municipal Bond ETF during the 4th quarter worth about $101,000. Finally, International Assets Investment Management LLC increased its holdings in shares of Invesco National AMT-Free Municipal Bond ETF by 826.7% during the 1st quarter. International Assets Investment Management LLC now owns 5,449 shares of the company’s stock valued at $126,000 after purchasing an additional 4,861 shares in the last quarter.

Invesco National AMT-Free Municipal Bond ETF Trading Down 0.2%

PZA stock opened at $23.33 on Friday. Invesco National AMT-Free Municipal Bond ETF has a 12-month low of $21.87 and a 12-month high of $23.63. The business’s 50-day moving average is $23.33 and its 200 day moving average is $23.29.

Invesco National AMT-Free Municipal Bond ETF Profile

The Invesco National AMT-Free Municipal Bond ETF (PZA) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks an index of investment grade, tax-exempt debt publicly issued by a US state with at least 15 years remaining to maturity. PZA was launched on Oct 11, 2007 and is managed by Invesco.