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Well Done LLC’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Well Done LLC’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
2018
Q2 		– Sell
-6,794
Closed -$171K – 423
2018
Q1 		$171K Buy
+6,794
New +$172K 0.05% 118

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
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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Well Done LLC's PZA Position: Q2 2018 in Review

Well Done LLC sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2018, closing a stake of 6,794 shares — an estimated $171K sold.

Well Done LLC first reported a position in PZA in Q1 2018 and held it in 1 quarter. The position peaked at $171K in Q1 2018. 133 funds tracked by Wall St. Rank hold PZA as of Q2 2018.

  • Well Done LLC reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Well Done LLC sold 6,794 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2018, an estimated $171K.
  • Well Done LLC first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2018 and held it in 1 quarter.
  • Well Done LLC's Invesco National AMT-Free Municipal Bond ETF position peaked at $171K in Q1 2018.
  • 133 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2018.

Based on Well Done LLC's 13F filing for Q2 2018, filed 3 Aug 2018.