Econ Financial Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Econ Financial Services’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	-63,861	Closed	-$1.47M	–	98
2025 Q3	$1.47M	Sell	63,861 -13,087	-17%	-$293K	0.74%	52
2025 Q2	$1.72M	Sell	76,948 -10,467	-12%	-$235K	0.89%	40
2025 Q1	$2.01M	Buy	87,415 +32,714	+60%	+$768K	1.07%	33
2024 Q4	$1.29M	Buy	+54,701	New	+$1.31M	0.74%	46
2024 Q3	–	Sell	-55,244	Closed	-$1.31M	–	96
2024 Q2	$1.31M	Buy	55,244 +73	+0.1%	+$1.73K	0.81%	36
2024 Q1	$1.31M	Buy	55,171 +33,474	+154%	+$801K	0.82%	37
2023 Q4	$525K	Buy	21,697 +412	+2%	+$9.4K	0.37%	61
2023 Q3	$472K	Buy	+21,285	New	+$493K	0.34%	61
2022 Q4	–	Sell	-42,726	Closed	-$943K	–	71
2022 Q3	$943K	Sell	42,726 -50,149	-54%	-$1.18M	0.78%	47
2022 Q2	$2.18M	Sell	92,875 -32,361	-26%	-$769K	1.76%	23
2022 Q1	$3.12M	Buy	125,236 +72,113	+136%	+$1.88M	2.31%	10
2021 Q4	$1.44M	Buy	+53,123	New	+$1.43M	1.06%	28

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

Econ Financial Services's PZA Position: Q4 2025 in Review

Econ Financial Services sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2025, closing a stake of 63,861 shares — an estimated $1.47M sold.

Econ Financial Services first reported a position in PZA in Q4 2021 and held it in 12 quarters. The position peaked at $3.12M in Q1 2022. 268 funds tracked by Wall St. Rank hold PZA as of Q4 2025.

Econ Financial Services reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Econ Financial Services sold 63,861 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $1.47M.
Econ Financial Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and held it in 12 quarters.
Econ Financial Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $3.12M in Q1 2022.
268 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Econ Financial Services's 13F filing for Q4 2025, filed 15 Jan 2026.