Beirne Wealth Consulting Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Beirne Wealth Consulting Services’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 Q4	–	Sell	-18,388	Closed	-$488K	–	121
2019 Q3	$488K	Sell	18,388 -18,371	-50%	-$486K	0.41%	66
2019 Q2	$961K	Sell	36,759 -300	-0.8%	-$7.77K	0.86%	35
2019 Q1	$951K	Sell	37,059 -160	-0.4%	-$4.03K	0.75%	37
2018 Q4	$930K	Buy	+37,219	New	+$918K	0.79%	30

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Beirne Wealth Consulting Services's PZA Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2019, closing a stake of 18,388 shares — an estimated $488K sold.

Beirne Wealth Consulting Services first reported a position in PZA in Q4 2018 and held it in 4 quarters. The position peaked at $961K in Q2 2019. 178 funds tracked by Wall St. Rank hold PZA as of Q4 2019.

Beirne Wealth Consulting Services reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
Beirne Wealth Consulting Services sold 18,388 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2019, an estimated $488K.
Beirne Wealth Consulting Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and held it in 4 quarters.
Beirne Wealth Consulting Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $961K in Q2 2019.
178 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.