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

FDx 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 Q4	–	Sell	-10,603	Closed	-$282K	–	710
2020 Q3	$282K	Buy	+10,603	New	+$284K	0.01%	503
2018 Q3	–	Sell	-13,927	Closed	-$350K	–	937
2018 Q2	$350K	Sell	13,927 -809	-5%	-$20.3K	0.01%	666
2018 Q1	$371K	Sell	14,736 -3,771	-20%	-$95.3K	0.01%	887
2017 Q4	$478K	Sell	18,507 -6,516	-26%	-$167K	0.01%	829
2017 Q3	$639K	Sell	25,023 -2,798	-10%	-$71.7K	0.02%	691
2017 Q2	$708K	Buy	+27,821	New	+$705K	0.02%	633
2016 Q4	–	Sell	-18,817	Closed	-$490K	–	1150
2016 Q3	$490K	Sell	18,817 -17,986	-49%	-$472K	0.02%	628
2016 Q2	$977K	Buy	36,803 +12,141	+49%	+$317K	0.04%	370
2016 Q1	$635K	Buy	+24,662	New	+$632K	0.03%	515

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FDx Advisors's PZA Position: Q4 2020 in Review

FDx Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2020, closing a stake of 10,603 shares — an estimated $282K sold.

FDx Advisors first reported a position in PZA in Q1 2016 and held it in 9 quarters. The position peaked at $977K in Q2 2016. 177 funds tracked by Wall St. Rank hold PZA as of Q4 2020.

FDx Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
FDx Advisors sold 10,603 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2020, an estimated $282K.
FDx Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2016 and held it in 9 quarters.
FDx Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $977K in Q2 2016.
177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2020.

Based on FDx Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.