Annex Advisory Services LLC Sells 363,755 Shares of Invesco National AMT-Free Municipal Bond ETF $PZA
Defense World·2025-12-30 08:21

Core Viewpoint - Annex Advisory Services LLC significantly reduced its holdings in Invesco National AMT-Free Municipal Bond ETF by 87.3% in Q3, indicating a major shift in investment strategy [2] Group 1: Institutional Holdings - Annex Advisory Services LLC sold 363,755 shares, leaving it with 52,913 shares valued at $1,222,000 at the end of Q3 [2] - Farther Finance Advisors LLC increased its stake by 11.0% in Q2, now owning 6,901 shares worth $155,000 after purchasing an additional 682 shares [3] - PAX Financial Group LLC also raised its position by 11.0% in Q2, owning 11,845 shares valued at $265,000 after buying 1,172 shares [3] - Choreo LLC boosted its stake by 2.7% in Q2, now holding 45,380 shares valued at $1,016,000 after acquiring 1,173 shares [3] - MAI Capital Management established a new position valued at approximately $32,000 in Q2 [3] - Advisory Alpha LLC grew its position by 5.4% in Q2, now owning 28,814 shares valued at $645,000 after acquiring 1,470 shares [3] Group 2: Price Performance - Invesco National AMT-Free Municipal Bond ETF shares opened at $23.21, with a 12-month low of $21.49 and a high of $23.79 [4] - The stock has a 50-day moving average price of $23.28 and a 200-day moving average price of $22.79 [4] Group 3: Company Profile - Invesco National AMT-Free Municipal Bond ETF (PZA) primarily invests in investment-grade fixed income, tracking an index of tax-exempt debt issued by US states with at least 15 years remaining to maturity [5] - The fund was launched on October 11, 2007, and is managed by Invesco [5]

Annex Advisory Services LLC Sells 363,755 Shares of Invesco National AMT-Free Municipal Bond ETF $PZA - Reportify