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AC
ASB Consultores’s
Invesco National AMT-Free Municipal Bond ETF
PZA
Stock Holding History
ASB Consultores’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
$791K
Buy
34,034
+17,394
+105%
+$405K
2.64%
10
2025
Q4
$389K
Hold
16,640
–
–
1.69%
14
2025
Q3
$384K
Buy
+16,640
New
+$373K
1.69%
10
2025
Q2
–
Sell
-11,595
Closed
-$267K
–
158
2025
Q1
$267K
Sell
11,595
-886
-7%
-$20.8K
0.17%
88
2024
Q4
$295K
Sell
12,481
-461
-4%
-$11K
0.12%
149
2024
Q3
$313K
Sell
12,942
-1,449
-10%
-$34.7K
0.12%
138
2024
Q2
$341K
Hold
14,391
–
–
0.12%
115
2024
Q1
$343K
Sell
14,391
-9,062
-39%
-$217K
0.09%
178
2023
Q4
$567K
Buy
23,453
+5,179
+28%
+$118K
0.19%
41
2023
Q3
$405K
Sell
18,274
-22,458
-55%
-$520K
0.16%
65
2023
Q2
$961K
Buy
40,732
+20,202
+98%
+$477K
0.47%
32
2023
Q1
$486K
Buy
+20,530
New
+$483K
0.2%
74
2022
Q2
–
Sell
-19,291
Closed
-$481K
–
222
2022
Q1
$481K
Sell
19,291
-3,949
-17%
-$103K
0.2%
84
2021
Q4
$630K
Buy
+23,240
New
+$626K
0.31%
62
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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