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
Search
Sign in
Sign up
EFS
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
$1.37T AUM
24.88%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close