Claraphi Advisory Network’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-402	Closed	-$10K	–	969
2020 Q1	$10K	Buy	+402	New	+$10.6K	﹤0.01%	772

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Claraphi Advisory Network's PZA Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2020, closing a stake of 402 shares — an estimated $10K sold.

Claraphi Advisory Network first reported a position in PZA in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 157 funds tracked by Wall St. Rank hold PZA as of Q2 2020.

Claraphi Advisory Network reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 402 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2020, an estimated $10K.
Claraphi Advisory Network first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's Invesco National AMT-Free Municipal Bond ETF position peaked at $10K in Q1 2020.
157 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.