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Secrest Blakey & Associates’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Secrest Blakey & Associates’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
Q2 		– Sell
-22,801
Closed -$573K – 108
2018
Q1 		$573K Buy
22,801
+33
+0.1% +$834 0.49% 59
2017
Q4 		$588K Buy
+22,768
New +$584K 0.48% 61

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Secrest Blakey & Associates's PZA Position: Q2 2018 in Review

Secrest Blakey & Associates sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2018, closing a stake of 22,801 shares — an estimated $573K sold.

Secrest Blakey & Associates first reported a position in PZA in Q4 2017 and held it in 2 quarters. The position peaked at $588K in Q4 2017. 133 funds tracked by Wall St. Rank hold PZA as of Q2 2018.

  • Secrest Blakey & Associates reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Secrest Blakey & Associates sold 22,801 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2018, an estimated $573K.
  • Secrest Blakey & Associates first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 2 quarters.
  • Secrest Blakey & Associates's Invesco National AMT-Free Municipal Bond ETF position peaked at $588K in Q4 2017.
  • 133 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2018.

Based on Secrest Blakey & Associates's 13F filing for Q2 2018, filed 2 Aug 2018.