BRWA
PZA icon

B. Riley Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

B. Riley Wealth 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
2026
Q2 		$290K Buy
12,335
+2,186
+22% +$50.9K 0.02% 639
2026
Q1 		$232K Buy
+10,149
New +$236K 0.02% 666
2024
Q4 		$349K Buy
14,803
+1,112
+8% +$26.6K 0.01% 814
2024
Q3 		$331K Sell
13,691
-468
-3% -$11.2K 0.01% 905
2024
Q2 		$335K Sell
14,159
-1,037
-7% -$24.5K 0.01% 980
2024
Q1 		$337K Buy
15,196
+6,758
+80% +$162K 0.01% 987
2023
Q4 		$204K Sell
8,438
-6,758
-44% -$154K 0.01% 1253
2023
Q3 		$337K Buy
+15,196
New +$352K 0.01% 987
2020
Q1 		– Sell
-19,934
Closed -$528K – 874
2019
Q4 		$528K Buy
19,934
+887
+5% +$23.5K 0.04% 416
2019
Q3 		$506K Buy
19,047
+4,078
+27% +$108K 0.05% 407
2019
Q2 		$392K Buy
14,969
+2,452
+20% +$63.5K 0.04% 467
2019
Q1 		$322K Buy
12,517
+358
+3% +$9.02K 0.04% 467
2018
Q4 		$304K Sell
12,159
-86
-0.7% -$2.12K 0.04% 425
2018
Q3 		$304K Buy
12,245
+1,130
+10% +$28.3K 0.04% 493
2018
Q2 		$280K Sell
11,115
-3,809
-26% -$95.6K 0.04% 496
2018
Q1 		$376K Buy
+14,924
New +$377K 0.05% 386

Other funds holding PZA

AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return