Simplicity Solutions’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Simplicity Solutions’s Portfolio PWZ Stock Details PWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-7,697	Closed	-$203K	–	815
2019 Q1	$203K	Sell	7,697 -761	-9%	-$19.7K	0.01%	690
2018 Q4	$218K	Buy	+8,458	New	+$215K	0.03%	545

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FCA

FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RMC

Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return

Simplicity Solutions's PWZ Position: Q2 2019 in Review

Simplicity Solutions sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2019, closing a stake of 7,697 shares — an estimated $203K sold.

Simplicity Solutions first reported a position in PWZ in Q4 2018 and held it in 2 quarters. The position peaked at $218K in Q4 2018. 50 funds tracked by Wall St. Rank hold PWZ as of Q2 2019.

Simplicity Solutions reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
Simplicity Solutions sold 7,697 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2019, an estimated $203K.
Simplicity Solutions first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2018 and held it in 2 quarters.
Simplicity Solutions's Invesco California AMT-Free Municipal Bond ETF position peaked at $218K in Q4 2018.
50 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.