Smart Portfolios LLC’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Smart Portfolios LLC’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
2013 Q3	–	Sell	-115	Closed	-$8.17K	–	28
2013 Q2	$8.17K	Buy	+115	New	+$2.9K	11.51%	1

Other funds holding PZA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

FAAM

First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

Smart Portfolios LLC's PZA Position: Q3 2013 in Review

Smart Portfolios LLC sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2013, closing a stake of 115 shares — an estimated $8.17K sold.

Smart Portfolios LLC first reported a position in PZA in Q2 2013 and held it in 1 quarter. The position peaked at $8.17K in Q2 2013. 69 funds tracked by Wall St. Rank hold PZA as of Q3 2013.

Smart Portfolios LLC reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2013 after selling out during the quarter.
Smart Portfolios LLC sold 115 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2013, an estimated $8.17K.
Smart Portfolios LLC first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2013 and held it in 1 quarter.
Smart Portfolios LLC's Invesco National AMT-Free Municipal Bond ETF position peaked at $8.17K in Q2 2013.
69 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2013.

Based on Smart Portfolios LLC's 13F filing for Q3 2013, filed 14 Nov 2013.