Clearwater Capital Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Clearwater Capital 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 Q3	–	Sell	-8,960	Closed	-$234K	–	183
2019 Q2	$234K	Hold	8,960	–	–	0.04%	179
2019 Q1	$230K	Hold	8,960	–	–	0.04%	184
2018 Q4	$224K	Hold	8,960	–	–	0.05%	184
2018 Q3	$222K	Hold	8,960	–	–	0.04%	181
2018 Q2	$225K	Hold	8,960	–	–	0.05%	174
2018 Q1	$225K	Hold	8,960	–	–	0.05%	174
2017 Q4	$231K	Hold	8,960	–	–	0.05%	166
2017 Q3	$229K	Hold	8,960	–	–	0.05%	157
2017 Q2	$227K	Hold	8,960	–	–	0.06%	149
2017 Q1	$225K	Hold	8,960	–	–	0.06%	153
2016 Q4	$223K	Sell	8,960 -24,870	-74%	-$627K	0.08%	137
2016 Q3	$878K	Hold	33,830	–	–	0.31%	75
2016 Q2	$899K	Buy	+33,830	New	+$882K	0.33%	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

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 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

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

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

Clearwater Capital Advisors's PZA Position: Q3 2019 in Review

Clearwater Capital Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2019, closing a stake of 8,960 shares — an estimated $234K sold.

Clearwater Capital Advisors first reported a position in PZA in Q2 2016 and held it in 13 quarters. The position peaked at $899K in Q2 2016. 149 funds tracked by Wall St. Rank hold PZA as of Q3 2019.

Clearwater Capital Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 8,960 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2019, an estimated $234K.
Clearwater Capital Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2016 and held it in 13 quarters.
Clearwater Capital Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $899K in Q2 2016.
149 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2019.

Based on Clearwater Capital Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.