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Sound View Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Sound View Wealth Advisors’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
Q1 		$335K Hold
13,045
– – 0.11% 174
2018
Q4 		$326K Buy
+13,045
New +$322K 0.12% 162

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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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
Envestnet Asset Management
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
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sound View Wealth Advisors's PZA Position: Q1 2019 in Review

Sound View Wealth Advisors held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q1 2019 at 13,045 shares worth $335K. The position accounts for 0.11% of the portfolio, ranked #174.

Sound View Wealth Advisors first reported a position in PZA in Q4 2018 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold PZA as of Q1 2019.

  • Sound View Wealth Advisors held 13,045 shares of Invesco National AMT-Free Municipal Bond ETF worth $335K as of Q1 2019.
  • Sound View Wealth Advisors left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q1 2019.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.11% of Sound View Wealth Advisors's portfolio in Q1 2019, its #174 holding.
  • Sound View Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.