MIAN
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Mariner Independent Advisor Network’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Mariner Independent Advisor Network’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
Q2 		– Sell
-10,000
Closed -$258K – 360
2020
Q1 		$258K Buy
+10,000
New +$264K 0.02% 335

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Independent Advisor Network's PZA Position: Q2 2020 in Review

Mariner Independent Advisor Network sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2020, closing a stake of 10,000 shares — an estimated $258K sold.

Mariner Independent Advisor Network first reported a position in PZA in Q1 2020 and held it in 1 quarter. The position peaked at $258K in Q1 2020. 157 funds tracked by Wall St. Rank hold PZA as of Q2 2020.

  • Mariner Independent Advisor Network reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 10,000 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2020, an estimated $258K.
  • Mariner Independent Advisor Network first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2020 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Invesco National AMT-Free Municipal Bond ETF position peaked at $258K in Q1 2020.
  • 157 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2020, filed 3 Aug 2020.