BTI
PZA icon

Blue Trust Inc’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Blue Trust Inc’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 		$706K Buy
30,704
+9,247
+43% +$215K 0.01% 374
2025
Q4 		$498K Sell
21,457
-98
-0.5% -$2.28K 0.01% 483
2025
Q3 		$498K Buy
21,555
+175
+0.8% +$3.92K 0.01% 489
2025
Q2 		$479K Buy
21,380
+20,980
+5,245% +$472K 0.01% 462
2025
Q1 		$9.22K Buy
400
+62
+18% +$1.46K ﹤0.01% 1923
2024
Q4 		$7.98K Buy
+338
New +$8.08K ﹤0.01% 2005
2024
Q1 		– Sell
-2,036
Closed -$45K – 2606
2023
Q4 		$45K Buy
2,036
+2,035
+203,500% +$46.4K ﹤0.01% 980
2023
Q3 		$0 Sell
1
-8,285
-100% -$192K ﹤0.01% 2243
2023
Q2 		$196K Buy
+8,286
New +$195K ﹤0.01% 365

Other funds holding PZA

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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