Brandywine Oak Private Wealth’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Brandywine Oak Private Wealth’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 Q1	–	Sell	-11,029	Closed	-$222K	–	520
2018 Q4	$222K	Buy	+11,029	New	+$272K	0.05%	188

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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

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

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

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

Brandywine Oak Private Wealth's PZA Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2019, closing a stake of 11,029 shares — an estimated $222K sold.

Brandywine Oak Private Wealth first reported a position in PZA in Q4 2018 and held it in 1 quarter. The position peaked at $222K in Q4 2018. 140 funds tracked by Wall St. Rank hold PZA as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 11,029 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2019, an estimated $222K.
Brandywine Oak Private Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $222K in Q4 2018.
140 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.