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Harbor Investment Advisory’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Harbor Investment Advisory’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
Q2 		– Sell
-399
Closed -$10.4K – 1211
2020
Q1 		$10K Hold
399
– – ﹤0.01% 744
2019
Q4 		$11K Buy
+399
New +$10.6K ﹤0.01% 622

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbor Investment Advisory's PZA Position: Q2 2020 in Review

Harbor Investment Advisory sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2020, closing a stake of 399 shares — an estimated $10.4K sold.

Harbor Investment Advisory first reported a position in PZA in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 157 funds tracked by Wall St. Rank hold PZA as of Q2 2020.

  • Harbor Investment Advisory reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 399 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2020, an estimated $10.4K.
  • Harbor Investment Advisory first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 2 quarters.
  • Harbor Investment Advisory's Invesco National AMT-Free Municipal Bond ETF position peaked at $11K in Q4 2019.
  • 157 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2020.

Based on Harbor Investment Advisory's 13F filing for Q2 2020, filed 16 Jul 2020.