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Watson Rebecca’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Watson Rebecca’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 		$1.19M Buy
44,562
+248
+0.6% +$6.65K 0.7% 23
2020
Q2 		$1.18M Buy
44,314
+2,123
+5% +$55.3K 0.7% 23
2020
Q1 		$1.1M Buy
42,191
+2,201
+6% +$58.1K 0.76% 25
2019
Q4 		$1.06M Buy
+39,990
New +$1.06M 0.64% 32

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
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

Watson Rebecca's PZA Position: Q3 2020 in Review

Watson Rebecca increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.56% in Q3 2020, buying an estimated $6.65K and bringing the position to 44,562 shares worth $1.19M. The position accounts for 0.7% of the portfolio, ranked #23.

Watson Rebecca first reported a position in PZA in Q4 2019 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold PZA as of Q3 2020.

  • Watson Rebecca held 44,562 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.19M as of Q3 2020.
  • Watson Rebecca bought 248 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2020, an estimated $6.65K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.7% of Watson Rebecca's portfolio in Q3 2020, its #23 holding.
  • Watson Rebecca first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.