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KCS Wealth Advisory’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

KCS Wealth 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
2019
Q4 		– Sell
-612
Closed -$16.2K – 346
2019
Q3 		$16.2K Buy
+612
New +$16.2K 0.01% 319

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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

KCS Wealth Advisory's PZA Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2019, closing a stake of 612 shares — an estimated $16.2K sold.

KCS Wealth Advisory first reported a position in PZA in Q3 2019 and held it in 1 quarter. The position peaked at $16.2K in Q3 2019. 178 funds tracked by Wall St. Rank hold PZA as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 612 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2019, an estimated $16.2K.
  • KCS Wealth Advisory first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Invesco National AMT-Free Municipal Bond ETF position peaked at $16.2K in Q3 2019.
  • 178 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.