Valeo Financial Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Valeo Financial 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
2020 Q3	–	Sell	-860	Closed	-$23K	–	2016
2020 Q2	$23K	Buy	+860	New	+$22.4K	﹤0.01%	1012
2018 Q3	–	Sell	-1,593	Closed	-$40K	–	1842
2018 Q2	$40K	Hold	1,593	–	–	0.01%	590
2018 Q1	$40K	Hold	1,593	–	–	0.01%	536
2017 Q4	$41K	Hold	1,593	–	–	0.01%	508
2017 Q3	$41K	Buy	+1,593	New	+$40.8K	0.01%	437

Other funds holding PZA

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Valeo Financial Advisors's PZA Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2020, closing a stake of 860 shares — an estimated $23K sold.

Valeo Financial Advisors first reported a position in PZA in Q3 2017 and held it in 5 quarters. The position peaked at $41K in Q4 2017. 172 funds tracked by Wall St. Rank hold PZA as of Q3 2020.

Valeo Financial Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 860 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2020, an estimated $23K.
Valeo Financial Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2017 and held it in 5 quarters.
Valeo Financial Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $41K in Q4 2017.
172 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.