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

Selective 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
2020 Q3	–	Sell	-696	Closed	-$18K	–	394
2020 Q2	$18K	Hold	696	–	–	0.01%	189
2020 Q1	$18K	Hold	696	–	–	0.03%	116
2019 Q4	$18K	Hold	696	–	–	0.02%	129
2019 Q3	$18K	Buy	+696	New	+$18.4K	0.02%	131

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Selective Wealth Management's PZA Position: Q3 2020 in Review

Selective Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2020, closing a stake of 696 shares — an estimated $18K sold.

Selective Wealth Management first reported a position in PZA in Q3 2019 and held it in 4 quarters. The position peaked at $18K in Q2 2020. 172 funds tracked by Wall St. Rank hold PZA as of Q3 2020.

Selective Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
Selective Wealth Management sold 696 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2020, an estimated $18K.
Selective Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2019 and held it in 4 quarters.
Selective Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $18K in Q2 2020.
172 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.