Corient Private Wealth
PZA icon

Corient Private Wealth’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-10,279
Closed -$243K – 2419
2024
Q4 		$243K Sell
10,279
-11,583
-53% -$277K ﹤0.01% 2008
2024
Q3 		$528K Sell
21,862
-11,210
-34% -$269K ﹤0.01% 1709
2024
Q2 		$785K Sell
33,072
-1,479
-4% -$34.9K ﹤0.01% 1428
2024
Q1 		$823K Buy
34,551
+5,485
+19% +$131K ﹤0.01% 1379
2023
Q4 		$703K Buy
+29,066
New +$663K ﹤0.01% 1438

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth's PZA Position: Q1 2025 in Review

Corient Private Wealth sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2025, closing a stake of 10,279 shares — an estimated $243K sold.

Corient Private Wealth first reported a position in PZA in Q4 2023 and held it in 5 quarters. The position peaked at $823K in Q1 2024. 213 funds tracked by Wall St. Rank hold PZA as of Q1 2025.

  • Corient Private Wealth reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 10,279 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $243K.
  • Corient Private Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and held it in 5 quarters.
  • Corient Private Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $823K in Q1 2024.
  • 213 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.