LYV
PZA icon

Live Your Vision’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Live Your Vision’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
Q1 		$51K Buy
2,004
+1,002
+100% +$25.2K 0.02% 122
2018
Q4 		$25K Hold
1,002
– – 0.01% 144
2018
Q3 		$25K Sell
1,002
-1,698
-63% -$42.6K 0.01% 151
2018
Q2 		$68K Buy
+2,700
New +$67.8K 0.02% 109

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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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
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
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Live Your Vision's PZA Position: Q1 2019 in Review

Live Your Vision increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 100% in Q1 2019, buying an estimated $25.2K and bringing the position to 2,004 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #122.

Live Your Vision first reported a position in PZA in Q2 2018 and has held it in 4 quarters since. The position peaked at $68K in Q2 2018. 140 funds tracked by Wall St. Rank hold PZA as of Q1 2019.

  • Live Your Vision held 2,004 shares of Invesco National AMT-Free Municipal Bond ETF worth $51K as of Q1 2019.
  • Live Your Vision bought 1,002 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2019, an estimated $25.2K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Live Your Vision's portfolio in Q1 2019, its #122 holding.
  • Live Your Vision first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2018 and has held it in 4 quarters since.
  • Live Your Vision's Invesco National AMT-Free Municipal Bond ETF position peaked at $68K in Q2 2018.
  • 140 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.