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

WealthPLAN Partners’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
2016
Q3 		$7.19K Hold
277
– – ﹤0.01% 648
2016
Q2 		$7.35K Buy
+277
New +$7.22K ﹤0.01% 1856
2015
Q4 		$7.05K Buy
+277
New +$6.99K ﹤0.01% 1254

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
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

WealthPLAN Partners's PZA Position: Q3 2016 in Review

WealthPLAN Partners held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q3 2016 at 277 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

WealthPLAN Partners first reported a position in PZA in Q4 2015 and has held it in 3 quarters since. The position peaked at $7.35K in Q2 2016. 94 funds tracked by Wall St. Rank hold PZA as of Q3 2016.

  • WealthPLAN Partners held 277 shares of Invesco National AMT-Free Municipal Bond ETF worth $7.19K as of Q3 2016.
  • WealthPLAN Partners left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q3 2016.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #648 holding.
  • WealthPLAN Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $7.35K in Q2 2016.
  • 94 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.