Laurel Wealth Advisors (California)’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Laurel Wealth Advisors (California)’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
2021 Q1	–	Sell	-11,045	Closed	-$299K	–	477
2020 Q4	$299K	Buy	11,045 +19	+0.2%	+$509	0.04%	332
2020 Q3	$294K	Buy	11,026 +460	+4%	+$12.3K	0.05%	306
2020 Q2	$281K	Buy	10,566 +18	+0.2%	+$469	0.05%	299
2020 Q1	$272K	Sell	10,548 -931	-8%	-$24.6K	0.06%	294
2019 Q4	$304K	Buy	11,479 +649	+6%	+$17.2K	0.05%	339
2019 Q3	$287K	Buy	10,830 +822	+8%	+$21.8K	0.05%	353
2019 Q2	$261K	Buy	10,008 +381	+4%	+$9.87K	0.06%	328
2019 Q1	$247K	Buy	+9,627	New	+$242K	0.06%	329
2018 Q4	–	Sell	-4,626	Closed	-$114K	–	420
2018 Q3	$114K	Sell	4,626 -3,561	-43%	-$89.3K	0.03%	393
2018 Q2	$205K	Buy	+8,187	New	+$206K	0.05%	353

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s PZA Position: Q1 2021 in Review

Laurel Wealth Advisors (California) sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2021, closing a stake of 11,045 shares — an estimated $299K sold.

Laurel Wealth Advisors (California) first reported a position in PZA in Q2 2018 and held it in 10 quarters. The position peaked at $304K in Q4 2019. 184 funds tracked by Wall St. Rank hold PZA as of Q1 2021.

Laurel Wealth Advisors (California) reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 11,045 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2021, an estimated $299K.
Laurel Wealth Advisors (California) first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2018 and held it in 10 quarters.
Laurel Wealth Advisors (California)'s Invesco National AMT-Free Municipal Bond ETF position peaked at $304K in Q4 2019.
184 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2021, filed 14 May 2021.