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Legacy Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Legacy Advisors’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
2018
Q1 		– Sell
-885
Closed -$22K – 446
2017
Q4 		$22K Buy
+885
New +$22.7K 0.02% 181

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Advisors's PZA Position: Q1 2018 in Review

Legacy Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2018, closing a stake of 885 shares — an estimated $22K sold.

Legacy Advisors first reported a position in PZA in Q4 2017 and held it in 1 quarter. The position peaked at $22K in Q4 2017. 125 funds tracked by Wall St. Rank hold PZA as of Q1 2018.

  • Legacy Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Advisors sold 885 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2018, an estimated $22K.
  • Legacy Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 1 quarter.
  • Legacy Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $22K in Q4 2017.
  • 125 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2018.

Based on Legacy Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.