Bouchey Financial Group’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Bouchey Financial Group’s Portfolio PZT Stock Details PZT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-73,951	Closed	-$1.77M	–	72
2015 Q3	$1.77M	Sell	73,951 -2,890	-4%	-$69.2K	0.85%	27
2015 Q2	$1.83M	Buy	76,841 +2,665	+4%	+$64.4K	0.78%	30
2015 Q1	$1.82M	Sell	74,176 -1,797	-2%	-$44.1K	0.82%	30
2014 Q4	$1.86M	Sell	75,973 -2,888	-4%	-$70.1K	0.87%	30
2014 Q3	$1.91M	Buy	78,861 +20,115	+34%	+$481K	0.97%	34
2014 Q2	$1.41M	Buy	58,746 +28,580	+95%	+$674K	0.76%	35
2014 Q1	$698K	Sell	30,166 -350	-1%	-$7.92K	0.42%	42
2013 Q4	$689K	Buy	+30,516	New	+$676K	0.49%	42

Other funds holding PZT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

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

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

Bouchey Financial Group sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q4 2015, closing a stake of 73,951 shares — an estimated $1.77M sold.

Bouchey Financial Group first reported a position in PZT in Q4 2013 and held it in 8 quarters. The position peaked at $1.91M in Q3 2014. 14 funds tracked by Wall St. Rank hold PZT as of Q4 2015.

Bouchey Financial Group reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q4 2015 after selling out during the quarter.
Bouchey Financial Group sold 73,951 Invesco New York AMT-Free Municipal Bond ETF shares in Q4 2015, an estimated $1.77M.
Bouchey Financial Group first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2013 and held it in 8 quarters.
Bouchey Financial Group's Invesco New York AMT-Free Municipal Bond ETF position peaked at $1.91M in Q3 2014.
14 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q4 2015.

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