Ameritas Investment Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Ameritas Investment 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
2017 Q2	–	Sell	-150	Closed	-$3K	–	3030
2017 Q1	$3K	Hold	150	–	–	﹤0.01%	2900
2016 Q4	$3K	Sell	150 -310	-67%	-$7.82K	﹤0.01%	1242
2016 Q3	$11K	Hold	460	–	–	﹤0.01%	1190
2016 Q2	$12K	Hold	460	–	–	﹤0.01%	1119
2016 Q1	$11K	Hold	460	–	–	﹤0.01%	1123
2015 Q4	$11K	Hold	460	–	–	﹤0.01%	1119
2015 Q3	$11K	Hold	460	–	–	﹤0.01%	1071
2015 Q2	$11K	Hold	460	–	–	﹤0.01%	1128
2015 Q1	$11K	Hold	460	–	–	﹤0.01%	1166
2014 Q4	$11K	Buy	+460	New	+$11.6K	﹤0.01%	1149

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

TNBTD

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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Ameritas Investment Partners's PZA Position: Q2 2017 in Review

Ameritas Investment Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2017, closing a stake of 150 shares — an estimated $3K sold.

Ameritas Investment Partners first reported a position in PZA in Q4 2014 and held it in 10 quarters. The position peaked at $12K in Q2 2016. 100 funds tracked by Wall St. Rank hold PZA as of Q2 2017.

Ameritas Investment Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2017 after selling out during the quarter.
Ameritas Investment Partners sold 150 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2017, an estimated $3K.
Ameritas Investment Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2014 and held it in 10 quarters.
Ameritas Investment Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $12K in Q2 2016.
100 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2017.

Based on Ameritas Investment Partners's 13F filing for Q2 2017, filed 15 Aug 2017.