Madden Advisory Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Madden Advisory Services’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
2017 Q2	–	Sell	-890	Closed	-$22K	–	205
2017 Q1	$22K	Buy	+890	New	+$22.3K	0.01%	157
2015 Q4	–	Sell	-1,645	Closed	-$41K	–	237
2015 Q3	$41K	Hold	1,645	–	–	0.03%	134
2015 Q2	$40K	Buy	+1,645	New	+$41.2K	0.02%	135
2015 Q1	–	Sell	-1,645	Closed	-$42K	–	228
2014 Q4	$42K	Hold	1,645	–	–	0.02%	143
2014 Q3	$41K	Sell	1,645 -125	-7%	-$3.11K	0.02%	172
2014 Q2	$44K	Hold	1,770	–	–	0.02%	172
2014 Q1	$43K	Hold	1,770	–	–	0.02%	158
2013 Q4	$41K	Sell	1,770 -385	-18%	-$8.89K	0.03%	146
2013 Q3	$50K	Sell	2,155 -13,365	-86%	-$307K	0.04%	115
2013 Q2	$371K	Buy	+15,520	New	+$391K	0.3%	55

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Madden Advisory Services's PZA Position: Q2 2017 in Review

Madden Advisory Services sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2017, closing a stake of 890 shares — an estimated $22K sold.

Madden Advisory Services first reported a position in PZA in Q2 2013 and held it in 10 quarters. The position peaked at $371K in Q2 2013. 100 funds tracked by Wall St. Rank hold PZA as of Q2 2017.

Madden Advisory Services reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 890 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2017, an estimated $22K.
Madden Advisory Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2013 and held it in 10 quarters.
Madden Advisory Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $371K in Q2 2013.
100 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.