SeaCrest Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

SeaCrest Wealth Management’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	-2,746	Closed	-$70K	–	1530
2019 Q1	$70K	Buy	2,746 +8	+0.3%	+$201	0.01%	826
2018 Q4	$68K	Buy	2,738 +77	+3%	+$1.9K	0.01%	797
2018 Q3	$66K	Buy	2,661 +8	+0.3%	+$201	0.01%	900
2018 Q2	$67K	Buy	2,653 +9	+0.3%	+$226	0.01%	866
2018 Q1	$67K	Sell	2,644 -2,279	-46%	-$57.6K	0.01%	838
2017 Q4	$127K	Buy	+4,923	New	+$126K	0.02%	625

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 $2.73B AUM 2.13% 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

SeaCrest Wealth Management's PZA Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2019, closing a stake of 2,746 shares — an estimated $70K sold.

SeaCrest Wealth Management first reported a position in PZA in Q4 2017 and held it in 6 quarters. The position peaked at $127K in Q4 2017. 139 funds tracked by Wall St. Rank hold PZA as of Q2 2019.

SeaCrest Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 2,746 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2019, an estimated $70K.
SeaCrest Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $127K in Q4 2017.
139 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.