Clear Perspective Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Clear Perspective 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
2020 Q2	–	Sell	-15,550	Closed	-$401K	–	125
2020 Q1	$401K	Hold	15,550	–	–	0.27%	70
2019 Q4	$411K	Hold	15,550	–	–	0.25%	91
2019 Q3	$413K	Hold	15,550	–	–	0.19%	94
2019 Q2	$406K	Buy	15,550 +50	+0.3%	+$1.29K	0.26%	92
2019 Q1	$398K	Hold	15,500	–	–	0.28%	92
2018 Q4	$387K	Hold	15,500	–	–	0.32%	89
2018 Q3	$384K	Sell	15,500 -2,000	-11%	-$50.2K	0.28%	99
2018 Q2	$440K	Hold	17,500	–	–	0.31%	87
2018 Q1	$440K	Hold	17,500	–	–	0.33%	82
2017 Q4	$452K	Hold	17,500	–	–	0.35%	79
2017 Q3	$447K	Sell	17,500 -2,300	-12%	-$58.9K	0.37%	77
2017 Q2	$504K	Hold	19,800	–	–	0.42%	63
2017 Q1	$496K	Buy	19,800 +500	+3%	+$12.5K	0.33%	67
2016 Q4	$480K	Buy	+19,300	New	+$487K	0.32%	72

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

Clear Perspective Advisors's PZA Position: Q2 2020 in Review

Clear Perspective Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2020, closing a stake of 15,550 shares — an estimated $401K sold.

Clear Perspective Advisors first reported a position in PZA in Q4 2016 and held it in 14 quarters. The position peaked at $504K in Q2 2017. 157 funds tracked by Wall St. Rank hold PZA as of Q2 2020.

Clear Perspective Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
Clear Perspective Advisors sold 15,550 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2020, an estimated $401K.
Clear Perspective Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2016 and held it in 14 quarters.
Clear Perspective Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $504K in Q2 2017.
157 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2020.

Based on Clear Perspective Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.