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AssuredPartners Investment Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

AssuredPartners Investment 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
2025
Q2 		– Sell
-100,356
Closed -$2.31M – 309
2025
Q1 		$2.31M Buy
100,356
+3,051
+3% +$71.6K 0.45% 63
2024
Q4 		$2.3M Buy
+97,305
New +$2.33M 0.45% 62

Other funds holding PZA

Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssuredPartners Investment Advisors's PZA Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2025, closing a stake of 100,356 shares — an estimated $2.31M sold.

AssuredPartners Investment Advisors first reported a position in PZA in Q4 2024 and held it in 2 quarters. The position peaked at $2.31M in Q1 2025. 223 funds tracked by Wall St. Rank hold PZA as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 100,356 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $2.31M.
  • AssuredPartners Investment Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.31M in Q1 2025.
  • 223 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.