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Aveo Capital Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Aveo Capital Partners’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
-204,888
Closed -$4.66M – 117
2025
Q1 		$4.66M Sell
204,888
-6,887
-3% -$162K 0.77% 34
2024
Q4 		$5M Sell
211,775
-70
-0% -$1.67K 0.55% 53
2024
Q3 		$5.12M Buy
211,845
+15,230
+8% +$365K 0.54% 57
2024
Q2 		$4.66M Buy
196,615
+1,338
+0.7% +$31.6K 0.53% 56
2024
Q1 		$4.61M Sell
195,277
-9,057
-4% -$217K 0.5% 59
2023
Q4 		$4.94M Buy
+204,334
New +$4.66M 0.6% 51
2022
Q4 		– Sell
-11,131
Closed -$246K – 339
2022
Q3 		$246K Sell
11,131
-22,649
-67% -$532K 0.04% 241
2022
Q2 		$792K Sell
33,780
-164,205
-83% -$3.9M 0.13% 129
2022
Q1 		$4.94M Buy
197,985
+76,951
+64% +$2M 0.87% 23
2021
Q4 		$3.28M Buy
121,034
+17,158
+17% +$463K 0.59% 56
2021
Q3 		$2.79M Sell
103,876
-57,340
-36% -$1.56M 0.58% 53
2021
Q2 		$4.39M Buy
161,216
+29,115
+22% +$790K 0.97% 23
2021
Q1 		$3.54M Buy
132,101
+59,984
+83% +$1.62M 0.89% 28
2020
Q4 		$1.96M Sell
72,117
-9,188
-11% -$246K 3.02% 6
2020
Q3 		$2.17M Buy
81,305
+23,898
+42% +$641K 0.78% 33
2020
Q2 		$1.52M Sell
57,407
-9,484
-14% -$247K 3.07% 8
2020
Q1 		$1.73M Buy
66,891
+37,904
+131% +$1M 0.84% 30
2019
Q4 		$767K Buy
28,987
+784
+3% +$20.7K 0.3% 78
2019
Q3 		$745K Buy
28,203
+16,593
+143% +$439K 0.31% 76
2019
Q2 		$304K Buy
+11,610
New +$301K 0.13% 136
2018
Q1 		– Sell
-10,648
Closed -$275K – 154
2017
Q4 		$275K Buy
+10,648
New +$273K 0.09% 107
2017
Q3 		– Sell
-12,372
Closed -$315K – 144
2017
Q2 		$315K Buy
12,372
+3,127
+34% +$79.3K 0.11% 87
2017
Q1 		$231K Sell
9,245
-6,489
-41% -$162K 0.08% 107
2016
Q4 		$392K Buy
+15,734
New +$397K 0.11% 117

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

Aveo Capital Partners's PZA Position: Q2 2025 in Review

Aveo Capital Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2025, closing a stake of 204,888 shares — an estimated $4.66M sold.

Aveo Capital Partners first reported a position in PZA in Q4 2016 and held it in 24 quarters. The position peaked at $5.12M in Q3 2024. 223 funds tracked by Wall St. Rank hold PZA as of Q2 2025.

  • Aveo Capital Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 204,888 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $4.66M.
  • Aveo Capital Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2016 and held it in 24 quarters.
  • Aveo Capital Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $5.12M in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.