IWP
PZA icon

Icon Wealth Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Icon Wealth Partners’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
2018
Q3 		– Sell
-354
Closed -$9K – 621
2018
Q2 		$9K Buy
+354
New +$8.89K ﹤0.01% 708
2018
Q1 		– Sell
-2,492
Closed -$64K – 619
2017
Q4 		$64K Buy
+2,492
New +$63.9K 0.03% 355

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
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Icon Wealth Partners's PZA Position: Q3 2018 in Review

Icon Wealth Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2018, closing a stake of 354 shares — an estimated $9K sold.

Icon Wealth Partners first reported a position in PZA in Q4 2017 and held it in 2 quarters. The position peaked at $64K in Q4 2017. 134 funds tracked by Wall St. Rank hold PZA as of Q3 2018.

  • Icon Wealth Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 354 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2018, an estimated $9K.
  • Icon Wealth Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $64K in Q4 2017.
  • 134 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.