Peak Capital Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Peak Capital Management’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 Q3	–	Sell	-268	Closed	-$7K	–	143
2018 Q2	$7K	Hold	268	–	–	﹤0.01%	145
2018 Q1	$7K	Buy	+268	New	+$6.77K	0.01%	49
2017 Q3	–	Sell	-23,613	Closed	-$601K	–	86
2017 Q2	$601K	Buy	+23,613	New	+$598K	0.34%	69

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Peak Capital Management's PZA Position: Q3 2018 in Review

Peak Capital Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2018, closing a stake of 268 shares — an estimated $7K sold.

Peak Capital Management first reported a position in PZA in Q2 2017 and held it in 3 quarters. The position peaked at $601K in Q2 2017. 134 funds tracked by Wall St. Rank hold PZA as of Q3 2018.

Peak Capital Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2018 after selling out during the quarter.
Peak Capital Management sold 268 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2018, an estimated $7K.
Peak Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2017 and held it in 3 quarters.
Peak Capital Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $601K in Q2 2017.
134 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.