Private Wealth Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Private Wealth 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
2019 Q4	–	Sell	-382,831	Closed	-$10.2M	–	35
2019 Q3	$10.2M	Sell	382,831 -2,421	-0.6%	-$64.1K	9.1%	2
2019 Q2	$10.1M	Sell	385,252 -8,913	-2%	-$231K	9.17%	2
2019 Q1	$10.1M	Buy	+394,165	New	+$9.93M	9.28%	3
2018 Q3	–	Sell	-418,421	Closed	-$10.5M	–	28
2018 Q2	$10.5M	Buy	+418,421	New	+$10.5M	10.02%	2

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Private Wealth Group's PZA Position: Q4 2019 in Review

Private Wealth Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2019, closing a stake of 382,831 shares — an estimated $10.2M sold.

Private Wealth Group first reported a position in PZA in Q2 2018 and held it in 4 quarters. The position peaked at $10.5M in Q2 2018. 178 funds tracked by Wall St. Rank hold PZA as of Q4 2019.

Private Wealth Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
Private Wealth Group sold 382,831 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2019, an estimated $10.2M.
Private Wealth Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2018 and held it in 4 quarters.
Private Wealth Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $10.5M in Q2 2018.
178 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2019.

Based on Private Wealth Group's 13F filing for Q4 2019, filed 21 Jan 2020.