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

Executive 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
Q1 		– Sell
-362
Closed -$9K – 917
2018
Q4 		$9K Buy
+362
New +$8.93K ﹤0.01% 585

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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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
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
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Executive Wealth Management's PZA Position: Q1 2019 in Review

Executive Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2019, closing a stake of 362 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in PZA in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 140 funds tracked by Wall St. Rank hold PZA as of Q1 2019.

  • Executive Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 362 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $9K in Q4 2018.
  • 140 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.