Tru Independence Asset Management 2’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Tru Independence Asset Management 2’s Portfolio PZT Stock Details PZT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-773	Closed	-$20K	–	341
2020 Q4	$20K	Buy	+773	New	+$19.9K	0.02%	255

Other funds holding PZT

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

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

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tru Independence Asset Management 2's PZT Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q1 2021, closing a stake of 773 shares — an estimated $20K sold.

Tru Independence Asset Management 2 first reported a position in PZT in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 23 funds tracked by Wall St. Rank hold PZT as of Q1 2021.

Tru Independence Asset Management 2 reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Tru Independence Asset Management 2 sold 773 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2021, an estimated $20K.
Tru Independence Asset Management 2 first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
Tru Independence Asset Management 2's Invesco New York AMT-Free Municipal Bond ETF position peaked at $20K in Q4 2020.
23 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.