Daymark Wealth Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Daymark Wealth 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 Q1	–	Sell	-9,990	Closed	-$236K	–	523
2024 Q4	$236K	Hold	9,990	–	–	0.01%	454
2024 Q3	$241K	Hold	9,990	–	–	0.01%	468
2024 Q2	$237K	Hold	9,990	–	–	0.01%	452
2024 Q1	$238K	Buy	+9,990	New	+$239K	0.01%	386

Other funds holding PZA

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Daymark Wealth Partners's PZA Position: Q1 2025 in Review

Daymark Wealth Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2025, closing a stake of 9,990 shares — an estimated $236K sold.

Daymark Wealth Partners first reported a position in PZA in Q1 2024 and held it in 4 quarters. The position peaked at $241K in Q3 2024. 213 funds tracked by Wall St. Rank hold PZA as of Q1 2025.

Daymark Wealth Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Daymark Wealth Partners sold 9,990 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $236K.
Daymark Wealth Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2024 and held it in 4 quarters.
Daymark Wealth Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $241K in Q3 2024.
213 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Daymark Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.