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Personal CFO Solutions’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Personal CFO Solutions’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
-25,000
Closed -$662K – 350
2019
Q4 		$662K Hold
25,000
– – 0.19% 110
2019
Q3 		$664K Buy
+25,000
New +$662K 0.26% 97

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
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
Jane Street
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Personal CFO Solutions's PZA Position: Q1 2020 in Review

Personal CFO Solutions sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2020, closing a stake of 25,000 shares — an estimated $662K sold.

Personal CFO Solutions first reported a position in PZA in Q3 2019 and held it in 2 quarters. The position peaked at $664K in Q3 2019. 166 funds tracked by Wall St. Rank hold PZA as of Q1 2020.

  • Personal CFO Solutions reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 25,000 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2020, an estimated $662K.
  • Personal CFO Solutions first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2019 and held it in 2 quarters.
  • Personal CFO Solutions's Invesco National AMT-Free Municipal Bond ETF position peaked at $664K in Q3 2019.
  • 166 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.