Clarus Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Clarus Wealth Advisors’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 Q2	–	Sell	-1,500	Closed	-$38K	–	681
2019 Q1	$38K	Hold	1,500	–	–	0.03%	337
2018 Q4	$37K	Hold	1,500	–	–	0.06%	309
2018 Q3	$37K	Hold	1,500	–	–	0.02%	343
2018 Q2	$38K	Buy	+1,500	New	+$37.7K	0.03%	327

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

TNBTD

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 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

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

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

Clarus Wealth Advisors's PZA Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2019, closing a stake of 1,500 shares — an estimated $38K sold.

Clarus Wealth Advisors first reported a position in PZA in Q2 2018 and held it in 4 quarters. The position peaked at $38K in Q1 2019. 139 funds tracked by Wall St. Rank hold PZA as of Q2 2019.

Clarus Wealth Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,500 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2019, an estimated $38K.
Clarus Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $38K in Q1 2019.
139 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.