Avestar Capital’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Avestar Capital’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
2019 Q3	–	Sell	-292	Closed	-$7K	–	675
2019 Q2	$7K	Hold	292	–	–	﹤0.01%	554
2019 Q1	$7K	Hold	292	–	–	﹤0.01%	529
2018 Q4	$7K	Hold	292	–	–	﹤0.01%	493
2018 Q3	$7K	Hold	292	–	–	﹤0.01%	510
2018 Q2	$7K	Hold	292	–	–	﹤0.01%	516
2018 Q1	$7K	Hold	292	–	–	﹤0.01%	489
2017 Q4	$7K	Buy	+292	New	+$7.49K	0.01%	508

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avestar Capital's PZA Position: Q3 2019 in Review

Avestar Capital sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2019, closing a stake of 292 shares — an estimated $7K sold.

Avestar Capital first reported a position in PZA in Q4 2017 and held it in 7 quarters. The position peaked at $7K in Q2 2019. 149 funds tracked by Wall St. Rank hold PZA as of Q3 2019.

Avestar Capital reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 292 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2019, an estimated $7K.
Avestar Capital first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 7 quarters.
Avestar Capital's Invesco National AMT-Free Municipal Bond ETF position peaked at $7K in Q2 2019.
149 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.