CT
PZA icon

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

Caldwell Trust’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
2022
Q2 		– Sell
-202
Closed -$5.04K – 755
2022
Q1 		$5.04K Hold
202
– – ﹤0.01% 688
2021
Q4 		$5.48K Buy
+202
New +$5.45K ﹤0.01% 673

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Caldwell Trust's PZA Position: Q2 2022 in Review

Caldwell Trust sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2022, closing a stake of 202 shares — an estimated $5.04K sold.

Caldwell Trust first reported a position in PZA in Q4 2021 and held it in 2 quarters. The position peaked at $5.48K in Q4 2021. 196 funds tracked by Wall St. Rank hold PZA as of Q2 2022.

  • Caldwell Trust reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Caldwell Trust sold 202 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2022, an estimated $5.04K.
  • Caldwell Trust first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and held it in 2 quarters.
  • Caldwell Trust's Invesco National AMT-Free Municipal Bond ETF position peaked at $5.48K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2022.

Based on Caldwell Trust's 13F filing for Q2 2022, filed 2 Oct 2025.