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

Gupta 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
2016 Q1	$7K	Hold	282	–	–	﹤0.01%	921
2015 Q4	$7K	Hold	282	–	–	﹤0.01%	967
2015 Q3	$7K	Hold	282	–	–	﹤0.01%	996
2015 Q2	$7K	Hold	282	–	–	﹤0.01%	971
2015 Q1	$7K	Buy	+282	New	+$7.21K	﹤0.01%	831

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Gupta Wealth Management's PZA Position: Q1 2016 in Review

Gupta Wealth Management held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q1 2016 at 282 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Gupta Wealth Management first reported a position in PZA in Q1 2015 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold PZA as of Q1 2016.

Gupta Wealth Management held 282 shares of Invesco National AMT-Free Municipal Bond ETF worth $7K as of Q1 2016.
Gupta Wealth Management left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q1 2016.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #921 holding.
Gupta Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2015 and has held it in 5 quarters since.
90 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.