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

WealthOne’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
2019
Q1 		– Sell
-5,538
Closed -$138K – 427
2018
Q4 		$138K Buy
+5,538
New +$137K 0.12% 100

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthOne's PZA Position: Q1 2019 in Review

WealthOne sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2019, closing a stake of 5,538 shares — an estimated $138K sold.

WealthOne first reported a position in PZA in Q4 2018 and held it in 1 quarter. The position peaked at $138K in Q4 2018. 140 funds tracked by Wall St. Rank hold PZA as of Q1 2019.

  • WealthOne reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 5,538 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2019, an estimated $138K.
  • WealthOne first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's Invesco National AMT-Free Municipal Bond ETF position peaked at $138K in Q4 2018.
  • 140 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.