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

Voya 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
2017
Q3 		– Sell
-15,384
Closed -$391K – 549
2017
Q2 		$391K Buy
15,384
+5,922
+63% +$150K 0.03% 341
2017
Q1 		$237K Buy
+9,462
New +$237K 0.02% 428

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Voya Financial Advisors's PZA Position: Q3 2017 in Review

Voya Financial Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2017, closing a stake of 15,384 shares — an estimated $391K sold.

Voya Financial Advisors first reported a position in PZA in Q1 2017 and held it in 2 quarters. The position peaked at $391K in Q2 2017. 102 funds tracked by Wall St. Rank hold PZA as of Q3 2017.

  • Voya Financial Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Voya Financial Advisors sold 15,384 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2017, an estimated $391K.
  • Voya Financial Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2017 and held it in 2 quarters.
  • Voya Financial Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $391K in Q2 2017.
  • 102 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2017.

Based on Voya Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.