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AA
Advisory Alpha’s
Invesco National AMT-Free Municipal Bond ETF
PZA
Stock Holding History
Advisory Alpha’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
2026
Q1
$543K
Sell
23,631
-5,406
-19%
-$126K
0.01%
309
2025
Q4
$673K
Sell
29,037
-1,936
-6%
-$45K
0.02%
251
2025
Q3
$716K
Buy
30,973
+2,159
+7%
+$48.4K
0.02%
239
2025
Q2
$645K
Buy
28,814
+1,470
+5%
+$33.1K
0.02%
231
2025
Q1
$630K
Sell
27,344
-5,157
-16%
-$121K
0.02%
217
2024
Q4
$767K
Buy
32,501
+4,781
+17%
+$114K
0.03%
178
2024
Q3
$669K
Sell
27,720
-891
-3%
-$21.3K
0.02%
192
2024
Q2
$678K
Sell
28,611
-6,873
-19%
-$162K
0.03%
178
2024
Q1
$846K
Sell
35,484
-19,412
-35%
-$465K
0.03%
174
2023
Q4
$1.33M
Buy
54,896
+5,755
+12%
+$131K
0.06%
125
2023
Q3
$1.09M
Sell
49,141
-5,059
-9%
-$117K
0.06%
130
2023
Q2
$1.28M
Sell
54,200
-5,488
-9%
-$129K
0.07%
133
2023
Q1
$1.41M
Sell
59,688
-1,321
-2%
-$31.1K
0.09%
96
2022
Q4
$1.4M
Sell
61,009
-5,550
-8%
-$126K
0.1%
88
2022
Q3
$1.47M
Sell
66,559
-2,787
-4%
-$65.4K
0.11%
79
2022
Q2
$1.63M
Sell
69,346
-32,539
-32%
-$773K
0.12%
68
2022
Q1
$2.54M
Sell
101,885
-43,389
-30%
-$1.13M
0.16%
61
2021
Q4
$3.94M
Buy
145,274
+12,337
+9%
+$333K
0.23%
53
2021
Q3
$3.57M
Buy
132,937
+11,807
+10%
+$322K
0.25%
51
2021
Q2
$3.3M
Buy
121,130
+53,165
+78%
+$1.44M
0.27%
49
2021
Q1
$1.82M
Buy
+67,965
New
+$1.83M
0.18%
59
Other funds holding PZA
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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