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Sowa Financial Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Sowa Financial Group’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
-202
Closed -$5K – 320
2020
Q2 		$5K Hold
202
– – ﹤0.01% 274
2020
Q1 		$5K Hold
202
– – ﹤0.01% 257
2019
Q4 		$5K Buy
+202
New +$5.34K ﹤0.01% 269

Other funds holding PZA

Bank of America
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UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Sowa Financial Group's PZA Position: Q3 2020 in Review

Sowa Financial Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2020, closing a stake of 202 shares — an estimated $5K sold.

Sowa Financial Group first reported a position in PZA in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 172 funds tracked by Wall St. Rank hold PZA as of Q3 2020.

  • Sowa Financial Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 202 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2020, an estimated $5K.
  • Sowa Financial Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $5K in Q2 2020.
  • 172 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.