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

Capital One Financial’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
2020
Q3 		– Sell
-11,657
Closed -$310K – 270
2020
Q2 		$310K Sell
11,657
-1,642
-12% -$42.8K 0.04% 231
2020
Q1 		$343K Buy
+13,299
New +$351K 0.06% 227

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Capital One Financial's PZA Position: Q3 2020 in Review

Capital One Financial sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2020, closing a stake of 11,657 shares — an estimated $310K sold.

Capital One Financial first reported a position in PZA in Q1 2020 and held it in 2 quarters. The position peaked at $343K in Q1 2020. 172 funds tracked by Wall St. Rank hold PZA as of Q3 2020.

  • Capital One Financial reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Capital One Financial sold 11,657 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2020, an estimated $310K.
  • Capital One Financial first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2020 and held it in 2 quarters.
  • Capital One Financial's Invesco National AMT-Free Municipal Bond ETF position peaked at $343K in Q1 2020.
  • 172 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2020.

Based on Capital One Financial's 13F filing for Q3 2020, filed 5 Nov 2020.