Cary Street Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Cary Street Partners’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 Q4	–	Sell	-13,528	Closed	-$312K	–	1004
2025 Q3	$312K	Buy	13,528 +2,154	+19%	+$48.3K	0.01%	676
2025 Q2	$255K	Hold	11,374	–	–	0.01%	701
2025 Q1	$262K	Buy	11,374 +297	+3%	+$6.97K	0.01%	679
2024 Q4	$262K	Buy	+11,077	New	+$265K	0.01%	653

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cary Street Partners's PZA Position: Q4 2025 in Review

Cary Street Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2025, closing a stake of 13,528 shares — an estimated $312K sold.

Cary Street Partners first reported a position in PZA in Q4 2024 and held it in 4 quarters. The position peaked at $312K in Q3 2025. 268 funds tracked by Wall St. Rank hold PZA as of Q4 2025.

Cary Street Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Cary Street Partners sold 13,528 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $312K.
Cary Street Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and held it in 4 quarters.
Cary Street Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $312K in Q3 2025.
268 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Cary Street Partners's 13F filing for Q4 2025, filed 9 Feb 2026.