Glenview Trust’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Glenview Trust’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	-9,618	Closed	-$256K	–	349
2020 Q3	$256K	Hold	9,618	–	–	0.01%	299
2020 Q2	$255K	Hold	9,618	–	–	0.01%	293
2020 Q1	$248K	Hold	9,618	–	–	0.02%	282
2019 Q4	$254K	Hold	9,618	–	–	0.01%	311
2019 Q3	$255K	Buy	+9,618	New	+$255K	0.02%	308

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

Glenview Trust's PZA Position: Q4 2020 in Review

Glenview Trust sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2020, closing a stake of 9,618 shares — an estimated $256K sold.

Glenview Trust first reported a position in PZA in Q3 2019 and held it in 5 quarters. The position peaked at $256K in Q3 2020. 177 funds tracked by Wall St. Rank hold PZA as of Q4 2020.

Glenview Trust reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
Glenview Trust sold 9,618 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2020, an estimated $256K.
Glenview Trust first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2019 and held it in 5 quarters.
Glenview Trust's Invesco National AMT-Free Municipal Bond ETF position peaked at $256K in Q3 2020.
177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2020.

Based on Glenview Trust's 13F filing for Q4 2020, filed 2 Feb 2021.