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CCMG
Clark Capital Management Group’s
Invesco National AMT-Free Municipal Bond ETF
PZA
Stock Holding History
Clark Capital Management Group’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
$3.52M
Buy
153,189
+92,205
+151%
+$2.15M
0.02%
243
2025
Q4
$1.41M
Sell
60,984
-58,342
-49%
-$1.36M
0.01%
284
2025
Q3
$2.76M
Buy
119,326
+32,197
+37%
+$721K
0.02%
240
2025
Q2
$1.95M
Buy
+87,129
New
+$1.96M
0.01%
269
2025
Q1
–
Sell
-185,345
Closed
-$4.38M
–
463
2024
Q4
$4.38M
Buy
185,345
+55,367
+43%
+$1.32M
0.03%
203
2024
Q3
$3.14M
Buy
129,978
+1,765
+1%
+$42.3K
0.02%
221
2024
Q2
$3.04M
Buy
128,213
+41,462
+48%
+$980K
0.02%
209
2024
Q1
$2.07M
Sell
86,751
-1,373
-2%
-$32.9K
0.02%
240
2023
Q4
$2.13M
Sell
88,124
-48,930
-36%
-$1.12M
0.02%
224
2023
Q3
$3.04M
Buy
+137,054
New
+$3.17M
0.03%
193
Other funds holding PZA
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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