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

Avior 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	-5,912	Closed	-$137K	–	1930
2024 Q4	$137K	Buy	5,912 +2,289	+63%	+$54.7K	0.01%	804
2024 Q3	$85.2K	Buy	3,623 +3,523	+3,523%	+$84.4K	﹤0.01%	932
2024 Q2	$100	Sell	100 -5,664	-98%	-$134K	﹤0.01%	2214
2024 Q1	$135K	Buy	5,764 +5,664	+5,664%	+$136K	0.01%	836
2023 Q4	$100	Hold	100	–	–	﹤0.01%	1493
2023 Q3	$100	Hold	100	–	–	﹤0.01%	1558
2023 Q2	$100	Hold	100	–	–	﹤0.01%	1527
2023 Q1	$100	Hold	100	–	–	﹤0.01%	1587
2022 Q4	$100	Hold	100	–	–	﹤0.01%	1248
2022 Q3	$0	Hold	100	–	–	﹤0.01%	1264
2022 Q2	$0	Buy	+100	New	+$2.38K	﹤0.01%	1197

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

Avior Wealth Management's PZA Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2025, closing a stake of 5,912 shares — an estimated $137K sold.

Avior Wealth Management first reported a position in PZA in Q2 2022 and held it in 11 quarters. The position peaked at $137K in Q4 2024. 213 funds tracked by Wall St. Rank hold PZA as of Q1 2025.

Avior Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 5,912 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $137K.
Avior Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2022 and held it in 11 quarters.
Avior Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $137K in Q4 2024.
213 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.