Wealth Alliance Advisory Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Wealth Alliance Advisory Group’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 Q2	–	Sell	-10,354	Closed	-$267K	–	132
2020 Q1	$267K	Hold	10,354	–	–	0.21%	78
2019 Q4	$274K	Hold	10,354	–	–	0.16%	101
2019 Q3	$275K	Hold	10,354	–	–	0.17%	91
2019 Q2	$272K	Hold	10,354	–	–	0.17%	97
2019 Q1	$268K	Sell	10,354 -2,661	-20%	-$67K	0.17%	97
2018 Q4	$325K	Sell	13,015 -58,448	-82%	-$1.44M	0.24%	73
2018 Q3	$1.77M	Sell	71,463 -3,431	-5%	-$86K	0.91%	27
2018 Q2	$1.88M	Buy	74,894 +12,469	+20%	+$313K	1.03%	24
2018 Q1	$1.57M	Sell	62,425 -32,065	-34%	-$811K	0.91%	27
2017 Q4	$2.44M	Buy	+94,490	New	+$2.42M	2.19%	14

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

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

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

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

Wealth Alliance Advisory Group's PZA Position: Q2 2020 in Review

Wealth Alliance Advisory Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2020, closing a stake of 10,354 shares — an estimated $267K sold.

Wealth Alliance Advisory Group first reported a position in PZA in Q4 2017 and held it in 10 quarters. The position peaked at $2.44M in Q4 2017. 157 funds tracked by Wall St. Rank hold PZA as of Q2 2020.

Wealth Alliance Advisory Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
Wealth Alliance Advisory Group sold 10,354 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2020, an estimated $267K.
Wealth Alliance Advisory Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 10 quarters.
Wealth Alliance Advisory Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.44M in Q4 2017.
157 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2020.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2020, filed 8 Jul 2020.