First Allied Advisory Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

First Allied Advisory Services’s Portfolio PWZ Stock Details PWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,950	Closed	-$51K	–	1402
2017 Q4	$51K	Buy	+1,950	New	+$51.1K	﹤0.01%	1298

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

First Allied Advisory Services's PWZ Position: Q1 2018 in Review

First Allied Advisory Services sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2018, closing a stake of 1,950 shares — an estimated $51K sold.

First Allied Advisory Services first reported a position in PWZ in Q4 2017 and held it in 1 quarter. The position peaked at $51K in Q4 2017. 38 funds tracked by Wall St. Rank hold PWZ as of Q1 2018.

First Allied Advisory Services reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
First Allied Advisory Services sold 1,950 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2018, an estimated $51K.
First Allied Advisory Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2017 and held it in 1 quarter.
First Allied Advisory Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $51K in Q4 2017.
38 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2018.

Based on First Allied Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.