Argonautica Private Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Argonautica Private Wealth 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	-17,211	Closed	-$406K	–	199
2024 Q4	$406K	Sell	17,211 -3,786	-18%	-$90.5K	0.13%	130
2024 Q3	$507K	Sell	20,997 -843	-4%	-$20.2K	0.17%	113
2024 Q2	$517K	Buy	21,840 +1,085	+5%	+$25.6K	0.18%	111
2024 Q1	$495K	Buy	20,755 +5,500	+36%	+$132K	0.18%	106
2023 Q4	$369K	Sell	15,255 -6,771	-31%	-$155K	0.15%	134
2023 Q3	$488K	Buy	22,026 +315	+1%	+$7.3K	0.22%	91
2023 Q2	$512K	Sell	21,711 -610	-3%	-$14.4K	0.23%	84
2023 Q1	$529K	Buy	+22,321	New	+$525K	0.27%	77

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

Argonautica Private Wealth Management's PZA Position: Q1 2025 in Review

Argonautica Private Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2025, closing a stake of 17,211 shares — an estimated $406K sold.

Argonautica Private Wealth Management first reported a position in PZA in Q1 2023 and held it in 8 quarters. The position peaked at $529K in Q1 2023. 213 funds tracked by Wall St. Rank hold PZA as of Q1 2025.

Argonautica Private Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Argonautica Private Wealth Management sold 17,211 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $406K.
Argonautica Private Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2023 and held it in 8 quarters.
Argonautica Private Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $529K in Q1 2023.
213 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.