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

Kingsview 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
2020 Q2	–	Sell	-8,550	Closed	-$221K	–	647
2020 Q1	$221K	Buy	8,550 +70	+0.8%	+$1.85K	0.03%	410
2019 Q4	$224K	Buy	8,480 +30	+0.4%	+$794	0.03%	426
2019 Q3	$224K	Buy	+8,450	New	+$224K	0.04%	390
2018 Q4	–	Sell	-8,881	Closed	-$220K	–	439
2018 Q3	$220K	Sell	8,881 -2,600	-23%	-$65.2K	0.04%	324
2018 Q2	$288K	Sell	11,481 -300	-3%	-$7.53K	0.07%	267
2018 Q1	$296K	Buy	11,781 +1,500	+15%	+$37.9K	0.07%	258
2017 Q4	$265K	Buy	+10,281	New	+$264K	0.09%	259

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kingsview Wealth Management's PZA Position: Q2 2020 in Review

Kingsview Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2020, closing a stake of 8,550 shares — an estimated $221K sold.

Kingsview Wealth Management first reported a position in PZA in Q4 2017 and held it in 7 quarters. The position peaked at $296K in Q1 2018. 157 funds tracked by Wall St. Rank hold PZA as of Q2 2020.

Kingsview Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
Kingsview Wealth Management sold 8,550 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2020, an estimated $221K.
Kingsview Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 7 quarters.
Kingsview Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $296K in Q1 2018.
157 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2020.

Based on Kingsview Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.