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

Continuum Advisory’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	-9,008	Closed	-$239K	–	155
2020 Q2	$239K	Sell	9,008 -6,699	-43%	-$175K	0.15%	118
2020 Q1	$390K	Sell	15,707 -53	-0.3%	-$1.4K	0.26%	86
2019 Q4	$417K	Hold	15,760	–	–	0.24%	89
2019 Q3	$418K	Sell	15,760 -52	-0.3%	-$1.38K	0.28%	77
2019 Q2	$413K	Sell	15,812 -416	-3%	-$10.8K	0.28%	78
2019 Q1	$415K	Sell	16,228 -23	-0.1%	-$579	0.31%	82
2018 Q4	$406K	Sell	16,251 -278	-2%	-$6.86K	0.3%	90
2018 Q3	$409K	Hold	16,529	–	–	0.27%	90
2018 Q2	$415K	Sell	16,529 -338	-2%	-$8.49K	0.3%	81
2018 Q1	$424K	Sell	16,867 -4	-0%	-$101	0.36%	70
2017 Q4	$435K	Sell	16,871 -25	-0.1%	-$641	0.33%	83
2017 Q3	$432K	Sell	16,896 -67	-0.4%	-$1.72K	0.38%	70
2017 Q2	$432K	Sell	16,963 -209	-1%	-$5.3K	0.43%	65
2017 Q1	$430K	Buy	+17,172	New	+$429K	0.52%	50

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

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 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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Continuum Advisory's PZA Position: Q3 2020 in Review

Continuum Advisory sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2020, closing a stake of 9,008 shares — an estimated $239K sold.

Continuum Advisory first reported a position in PZA in Q1 2017 and held it in 14 quarters. The position peaked at $435K in Q4 2017. 172 funds tracked by Wall St. Rank hold PZA as of Q3 2020.

Continuum Advisory reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
Continuum Advisory sold 9,008 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2020, an estimated $239K.
Continuum Advisory first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2017 and held it in 14 quarters.
Continuum Advisory's Invesco National AMT-Free Municipal Bond ETF position peaked at $435K in Q4 2017.
172 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2020.

Based on Continuum Advisory's 13F filing for Q3 2020, filed 17 May 2021.