New England Investment & Retirement Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

New England Investment & Retirement Group’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 Q1	–	Sell	-17,356	Closed	-$459K	–	219
2019 Q4	$459K	Buy	17,356 +9,458	+120%	+$250K	0.16%	48
2019 Q3	$210K	Hold	7,898	–	–	0.09%	54
2019 Q2	$206K	Hold	7,898	–	–	0.08%	59
2019 Q1	$203K	Buy	+7,898	New	+$199K	0.09%	59

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

New England Investment & Retirement Group's PZA Position: Q1 2020 in Review

New England Investment & Retirement Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2020, closing a stake of 17,356 shares — an estimated $459K sold.

New England Investment & Retirement Group first reported a position in PZA in Q1 2019 and held it in 4 quarters. The position peaked at $459K in Q4 2019. 166 funds tracked by Wall St. Rank hold PZA as of Q1 2020.

New England Investment & Retirement Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
New England Investment & Retirement Group sold 17,356 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2020, an estimated $459K.
New England Investment & Retirement Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2019 and held it in 4 quarters.
New England Investment & Retirement Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $459K in Q4 2019.
166 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2020.

Based on New England Investment & Retirement Group's 13F filing for Q1 2020, filed 5 May 2020.