Bouchey Financial Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Bouchey Financial Group’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
2015 Q4	–	Sell	-10,810	Closed	-$270K	–	71
2015 Q3	$270K	Buy	10,810 +585	+6%	+$14.6K	0.13%	46
2015 Q2	$253K	Sell	10,225 -75	-0.7%	-$1.88K	0.11%	53
2015 Q1	$263K	Hold	10,300	–	–	0.12%	51
2014 Q4	$262K	Hold	10,300	–	–	0.12%	51
2014 Q3	$259K	Buy	+10,300	New	+$256K	0.13%	54

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bouchey Financial Group's PZA Position: Q4 2015 in Review

Bouchey Financial Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2015, closing a stake of 10,810 shares — an estimated $270K sold.

Bouchey Financial Group first reported a position in PZA in Q3 2014 and held it in 5 quarters. The position peaked at $270K in Q3 2015. 86 funds tracked by Wall St. Rank hold PZA as of Q4 2015.

Bouchey Financial Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2015 after selling out during the quarter.
Bouchey Financial Group sold 10,810 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2015, an estimated $270K.
Bouchey Financial Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2014 and held it in 5 quarters.
Bouchey Financial Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $270K in Q3 2015.
86 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2015.

Based on Bouchey Financial Group's 13F filing for Q4 2015, filed 12 Jan 2016.