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

Aptus Capital 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
2026
Q1 		$124K Sell
5,384
-1,265
-19% -$29.4K ﹤0.01% 1101
2025
Q4 		$154K Buy
6,649
+488
+8% +$11.4K ﹤0.01% 1075
2025
Q3 		$142K Hold
6,161
– – ﹤0.01% 1039
2025
Q2 		$138K Hold
6,161
– – ﹤0.01% 1007
2025
Q1 		$142K Sell
6,161
-1,490
-19% -$35K ﹤0.01% 954
2024
Q4 		$181K Buy
7,651
+1,490
+24% +$35.6K ﹤0.01% 909
2024
Q3 		$149K Hold
6,161
– – ﹤0.01% 802
2024
Q2 		$146K Buy
6,161
+123
+2% +$2.91K ﹤0.01% 768
2024
Q1 		$144K Buy
6,038
+877
+17% +$21K ﹤0.01% 774
2023
Q4 		$125K Hold
5,161
– – ﹤0.01% 597
2023
Q3 		$114K Hold
5,161
– – ﹤0.01% 611
2023
Q2 		$122K Buy
+5,161
New +$122K ﹤0.01% 519

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 $564B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return