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Milestone Advisory Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Milestone Advisory Partners’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
Q2 		– Sell
-11,533
Closed -$290K – 50
2018
Q1 		$290K Sell
11,533
-988
-8% -$25K 0.22% 38
2017
Q4 		$323K Buy
+12,521
New +$321K 0.24% 37

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
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
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Milestone Advisory Partners's PZA Position: Q2 2018 in Review

Milestone Advisory Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2018, closing a stake of 11,533 shares — an estimated $290K sold.

Milestone Advisory Partners first reported a position in PZA in Q4 2017 and held it in 2 quarters. The position peaked at $323K in Q4 2017. 133 funds tracked by Wall St. Rank hold PZA as of Q2 2018.

  • Milestone Advisory Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Milestone Advisory Partners sold 11,533 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2018, an estimated $290K.
  • Milestone Advisory Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 2 quarters.
  • Milestone Advisory Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $323K in Q4 2017.
  • 133 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2018.

Based on Milestone Advisory Partners's 13F filing for Q2 2018, filed 4 Aug 2020.