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

WFG Advisors’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
2014 Q2	–	Sell	-179	Closed	-$4K	–	2052
2014 Q1	$4K	Buy	179 +1	+0.6%	+$24	﹤0.01%	1683
2013 Q4	$4K	Buy	+178	New	+$4.11K	﹤0.01%	1812

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

FAAM

First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

WFG Advisors's PZA Position: Q2 2014 in Review

WFG Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2014, closing a stake of 179 shares — an estimated $4K sold.

WFG Advisors first reported a position in PZA in Q4 2013 and held it in 2 quarters. The position peaked at $4K in Q1 2014. 71 funds tracked by Wall St. Rank hold PZA as of Q2 2014.

WFG Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2014 after selling out during the quarter.
WFG Advisors sold 179 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2014, an estimated $4K.
WFG Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2013 and held it in 2 quarters.
WFG Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $4K in Q1 2014.
71 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.