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Engineers Gate Manager’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Engineers Gate Manager’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
-20,859
Closed -$482K – 2454
2025
Q3 		$482K Buy
+20,859
New +$467K 0.01% 1533
2025
Q1 		– Sell
-16,193
Closed -$382K – 2492
2024
Q4 		$382K Buy
+16,193
New +$387K 0.01% 1592

Other funds holding PZA

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Engineers Gate Manager's PZA Position: Q4 2025 in Review

Engineers Gate Manager sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2025, closing a stake of 20,859 shares — an estimated $482K sold.

Engineers Gate Manager first reported a position in PZA in Q4 2024 and held it in 2 quarters. The position peaked at $482K in Q3 2025. 268 funds tracked by Wall St. Rank hold PZA as of Q4 2025.

  • Engineers Gate Manager reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 20,859 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $482K.
  • Engineers Gate Manager first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Engineers Gate Manager's Invesco National AMT-Free Municipal Bond ETF position peaked at $482K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Engineers Gate Manager's 13F filing for Q4 2025, filed 17 Feb 2026.