OneDigital Investment Advisors’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

OneDigital Investment Advisors’s Portfolio PZT Stock Details PZT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,525	Closed	-$139K	–	1011
2019 Q2	$139K	Hold	5,525	–	–	0.01%	430
2019 Q1	$136K	Hold	5,525	–	–	0.02%	329
2018 Q4	$131K	Buy	+5,525	New	+$130K	0.02%	308

Other funds holding PZT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

OneDigital Investment Advisors's PZT Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q3 2019, closing a stake of 5,525 shares — an estimated $139K sold.

OneDigital Investment Advisors first reported a position in PZT in Q4 2018 and held it in 3 quarters. The position peaked at $139K in Q2 2019. 19 funds tracked by Wall St. Rank hold PZT as of Q3 2019.

OneDigital Investment Advisors reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 5,525 Invesco New York AMT-Free Municipal Bond ETF shares in Q3 2019, an estimated $139K.
OneDigital Investment Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2018 and held it in 3 quarters.
OneDigital Investment Advisors's Invesco New York AMT-Free Municipal Bond ETF position peaked at $139K in Q2 2019.
19 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.