AlphaStar Capital Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

AlphaStar Capital Management’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
2025 Q1	–	Sell	-33,705	Closed	-$796K	–	200
2024 Q4	$796K	Buy	33,705 +1,182	+4%	+$28.2K	0.08%	97
2024 Q3	$785K	Sell	32,523 -971	-3%	-$23.3K	0.06%	180
2024 Q2	$793K	Buy	+33,494	New	+$791K	0.07%	157
2024 Q1	–	Sell	-31,791	Closed	-$769K	–	306
2023 Q4	$769K	Sell	31,791 -31,944	-50%	-$729K	0.07%	136
2023 Q3	$1.46M	Buy	63,735 +32,171	+102%	+$745K	0.18%	76
2023 Q2	$745K	Sell	31,564 -13,235	-30%	-$312K	0.08%	151
2023 Q1	$1.12M	Buy	44,799 +34,899	+353%	+$821K	0.09%	129
2022 Q4	$227K	Hold	9,900	–	–	0.02%	280
2022 Q3	$219K	Hold	9,900	–	–	0.02%	275
2022 Q2	$232K	Sell	9,900 -40,747	-80%	-$968K	0.02%	304
2022 Q1	$1.26M	Buy	50,647 +6,270	+14%	+$163K	0.1%	145
2021 Q4	$1.2M	Sell	44,377 -31,601	-42%	-$852K	0.1%	155
2021 Q3	$2.04M	Buy	75,978 +45,715	+151%	+$1.25M	0.14%	121
2021 Q2	$825K	Buy	+30,263	New	+$821K	0.11%	143

Other funds holding PZA

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AlphaStar Capital Management's PZA Position: Q1 2025 in Review

AlphaStar Capital Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2025, closing a stake of 33,705 shares — an estimated $796K sold.

AlphaStar Capital Management first reported a position in PZA in Q2 2021 and held it in 14 quarters. The position peaked at $2.04M in Q3 2021. 213 funds tracked by Wall St. Rank hold PZA as of Q1 2025.

AlphaStar Capital Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
AlphaStar Capital Management sold 33,705 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $796K.
AlphaStar Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2021 and held it in 14 quarters.
AlphaStar Capital Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.04M in Q3 2021.
213 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2025.

Based on AlphaStar Capital Management's 13F filing for Q1 2025, filed 30 Apr 2025.