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

Vontobel Swiss 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
2021
Q1 		– Sell
-8,757
Closed -$237K – 74
2020
Q4 		$237K Buy
8,757
+844
+11% +$22.6K 0.13% 72
2020
Q3 		$211K Buy
+7,913
New +$212K 0.15% 64

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
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's PZA Position: Q1 2021 in Review

Vontobel Swiss Wealth Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2021, closing a stake of 8,757 shares — an estimated $237K sold.

Vontobel Swiss Wealth Advisors first reported a position in PZA in Q3 2020 and held it in 2 quarters. The position peaked at $237K in Q4 2020. 184 funds tracked by Wall St. Rank hold PZA as of Q1 2021.

  • Vontobel Swiss Wealth Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 8,757 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2021, an estimated $237K.
  • Vontobel Swiss Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2020 and held it in 2 quarters.
  • Vontobel Swiss Wealth Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $237K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2021, filed 4 May 2021.