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Institutional & Family Asset Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Institutional & Family Asset 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
2020
Q4 		– Sell
-652
Closed -$17K – 913
2020
Q3 		$17K Hold
652
– – ﹤0.01% 418
2020
Q2 		$17K Buy
+652
New +$17K ﹤0.01% 416

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Institutional & Family Asset Management's PZA Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2020, closing a stake of 652 shares — an estimated $17K sold.

Institutional & Family Asset Management first reported a position in PZA in Q2 2020 and held it in 2 quarters. The position peaked at $17K in Q3 2020. 177 funds tracked by Wall St. Rank hold PZA as of Q4 2020.

  • Institutional & Family Asset Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 652 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2020, an estimated $17K.
  • Institutional & Family Asset Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $17K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.