Pinnacle Advisory Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Pinnacle Advisory 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
2018 Q1	–	Sell	-10,310	Closed	-$266K	–	201
2017 Q4	$266K	Sell	10,310 -125	-1%	-$3.21K	0.02%	179
2017 Q3	$267K	Sell	10,435 -3,309	-24%	-$84.7K	0.02%	169
2017 Q2	$350K	Sell	13,744 -1,993	-13%	-$50.5K	0.02%	139
2017 Q1	$394K	Hold	15,737	–	–	0.03%	135
2016 Q4	$392K	Buy	+15,737	New	+$397K	0.03%	125
2016 Q3	–	Sell	-23,663	Closed	-$628K	–	142
2016 Q2	$628K	Sell	23,663 -5,328	-18%	-$139K	0.05%	61
2016 Q1	$746K	Sell	28,991 -121	-0.4%	-$3.1K	0.07%	45
2015 Q4	$741K	Hold	29,112	–	–	0.07%	47
2015 Q3	$728K	Buy	29,112 +3,047	+12%	+$76.2K	0.08%	41
2015 Q2	$644K	Sell	26,065 -1,145	-4%	-$28.7K	0.06%	48
2015 Q1	$694K	Hold	27,210	–	–	0.06%	66
2014 Q4	$691K	Buy	27,210 +375	+1%	+$9.48K	0.06%	65
2014 Q3	$674K	Hold	26,835	–	–	0.09%	47
2014 Q2	$662K	Sell	26,835 -1,165	-4%	-$28.5K	0.08%	52
2014 Q1	$676K	Buy	+28,000	New	+$664K	0.07%	49

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Advisory Group's PZA Position: Q1 2018 in Review

Pinnacle Advisory Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2018, closing a stake of 10,310 shares — an estimated $266K sold.

Pinnacle Advisory Group first reported a position in PZA in Q1 2014 and held it in 15 quarters. The position peaked at $746K in Q1 2016. 125 funds tracked by Wall St. Rank hold PZA as of Q1 2018.

Pinnacle Advisory Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
Pinnacle Advisory Group sold 10,310 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2018, an estimated $266K.
Pinnacle Advisory Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2014 and held it in 15 quarters.
Pinnacle Advisory Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $746K in Q1 2016.
125 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2018.

Based on Pinnacle Advisory Group's 13F filing for Q1 2018, filed 17 Apr 2018.