Pictet North America Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Pictet North America Advisors’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
2019 Q2	–	Sell	-16,900	Closed	-$434K	–	155
2019 Q1	$434K	Hold	16,900	–	–	0.06%	115
2018 Q4	$422K	Buy	16,900 +3,900	+30%	+$96.2K	0.04%	123
2018 Q3	$322K	Hold	13,000	–	–	0.04%	147
2018 Q2	$327K	Hold	13,000	–	–	0.05%	121
2018 Q1	$327K	Hold	13,000	–	–	0.05%	112
2017 Q4	$336K	Hold	13,000	–	–	0.05%	111
2017 Q3	$332K	Hold	13,000	–	–	0.05%	107
2017 Q2	$331K	Hold	13,000	–	–	0.06%	103
2017 Q1	$325K	Hold	13,000	–	–	0.05%	103
2016 Q4	$324K	Hold	13,000	–	–	0.07%	88
2016 Q3	$339K	Hold	13,000	–	–	0.08%	79
2016 Q2	$345K	Hold	13,000	–	–	0.08%	87
2016 Q1	$335K	Hold	13,000	–	–	0.07%	77
2015 Q4	$331K	Hold	13,000	–	–	0.08%	68
2015 Q3	$325K	Buy	+13,000	New	+$325K	0.09%	65

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 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

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

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 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

Pictet North America Advisors's PZA Position: Q2 2019 in Review

Pictet North America Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2019, closing a stake of 16,900 shares — an estimated $434K sold.

Pictet North America Advisors first reported a position in PZA in Q3 2015 and held it in 15 quarters. The position peaked at $434K in Q1 2019. 139 funds tracked by Wall St. Rank hold PZA as of Q2 2019.

Pictet North America Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
Pictet North America Advisors sold 16,900 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2019, an estimated $434K.
Pictet North America Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2015 and held it in 15 quarters.
Pictet North America Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $434K in Q1 2019.
139 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2019.

Based on Pictet North America Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.