Bank of Montreal
PZA icon

Bank of Montreal’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Bank of Montreal’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
Q1 		$4.07K Buy
+177
New +$4.12K ﹤0.01% 3655
2024
Q3 		– Sell
-1,089
Closed -$25.9K – 4167
2024
Q2 		$25.9K Buy
+1,089
New +$25.7K ﹤0.01% 3547
2024
Q1 		– Sell
-9,990
Closed -$242K – 4238
2023
Q4 		$242K Hold
9,990
– – ﹤0.01% 3003
2023
Q3 		$229K Hold
9,990
– – ﹤0.01% 2977
2023
Q2 		$236K Sell
9,990
-4,150
-29% -$97.9K ﹤0.01% 3117
2023
Q1 		$336K Buy
+14,140
New +$333K ﹤0.01% 2716
2020
Q2 		– Sell
-56,752
Closed -$1.42M – 4792
2020
Q1 		$1.42M Buy
56,752
+46,893
+476% +$1.24M ﹤0.01% 1577
2019
Q4 		$261K Buy
+9,859
New +$261K ﹤0.01% 3018

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return