DWM
PZA icon

Doyle Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Doyle Wealth Management’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
-229
Closed -$6K – 613
2019
Q2 		$6K Buy
+229
New +$5.93K ﹤0.01% 715
2019
Q1 		– Sell
-229
Closed -$6K – 598
2018
Q4 		$6K Buy
+229
New +$5.65K ﹤0.01% 703

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Doyle Wealth Management's PZA Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2019, closing a stake of 229 shares — an estimated $6K sold.

Doyle Wealth Management first reported a position in PZA in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 149 funds tracked by Wall St. Rank hold PZA as of Q3 2019.

  • Doyle Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 229 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2019, an estimated $6K.
  • Doyle Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $6K in Q2 2019.
  • 149 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.