Atria Wealth Solutions’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Atria Wealth Solutions’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
2024 Q4	–	Sell	-8,419	Closed	-$203K	–	2071
2024 Q3	$203K	Sell	8,419 -1,916	-19%	-$45.9K	﹤0.01%	1783
2024 Q2	$245K	Sell	10,335 -608	-6%	-$14.4K	﹤0.01%	1630
2024 Q1	$261K	Sell	10,943 -1,548	-12%	-$37.1K	﹤0.01%	1652
2023 Q4	$302K	Sell	12,491 -1,898	-13%	-$43.3K	﹤0.01%	1495
2023 Q3	$319K	Buy	14,389 +1,821	+14%	+$42.2K	﹤0.01%	1382
2023 Q2	$297K	Sell	12,568 -92,868	-88%	-$2.19M	﹤0.01%	1450
2023 Q1	$2.5M	Buy	105,436 +92,192	+696%	+$2.17M	0.04%	464
2022 Q4	$304K	Buy	13,244 +2,284	+21%	+$51.7K	﹤0.01%	1355
2022 Q3	$242K	Buy	10,960 +550	+5%	+$12.9K	﹤0.01%	1442
2022 Q2	$244K	Hold	10,410	–	–	﹤0.01%	1331
2022 Q1	$260K	Buy	+10,410	New	+$271K	﹤0.01%	1397

Other funds holding PZA

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

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

CCWA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Atria Wealth Solutions's PZA Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2024, closing a stake of 8,419 shares — an estimated $203K sold.

Atria Wealth Solutions first reported a position in PZA in Q1 2022 and held it in 11 quarters. The position peaked at $2.5M in Q1 2023. 229 funds tracked by Wall St. Rank hold PZA as of Q4 2024.

Atria Wealth Solutions reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 8,419 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2024, an estimated $203K.
Atria Wealth Solutions first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.5M in Q1 2023.
229 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.