RMR Wealth Builders’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-1,000	Closed	-$27K	–	566
2021 Q1	$27K	Buy	1,000 +675	+208%	+$18.2K	0.01%	469
2020 Q4	$9K	Buy	+325	New	+$8.7K	﹤0.01%	416

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

RMR Wealth Builders's PZA Position: Q2 2021 in Review

RMR Wealth Builders sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2021, closing a stake of 1,000 shares — an estimated $27K sold.

RMR Wealth Builders first reported a position in PZA in Q4 2020 and held it in 2 quarters. The position peaked at $27K in Q1 2021. 187 funds tracked by Wall St. Rank hold PZA as of Q2 2021.

RMR Wealth Builders reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 1,000 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2021, an estimated $27K.
RMR Wealth Builders first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's Invesco National AMT-Free Municipal Bond ETF position peaked at $27K in Q1 2021.
187 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.