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

Laidlaw 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
Q1 		– Sell
-19,628
Closed -$519K – 169
2019
Q4 		$519K Buy
+19,628
New +$519K 0.33% 91

Other funds holding PZA

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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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laidlaw Wealth Management's PZA Position: Q1 2020 in Review

Laidlaw Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2020, closing a stake of 19,628 shares — an estimated $519K sold.

Laidlaw Wealth Management first reported a position in PZA in Q4 2019 and held it in 1 quarter. The position peaked at $519K in Q4 2019. 166 funds tracked by Wall St. Rank hold PZA as of Q1 2020.

  • Laidlaw Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Laidlaw Wealth Management sold 19,628 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2020, an estimated $519K.
  • Laidlaw Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 1 quarter.
  • Laidlaw Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $519K in Q4 2019.
  • 166 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2020.

Based on Laidlaw Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.