Envestnet Portfolio Solutions
PZA icon

Envestnet Portfolio Solutions’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		$842K Buy
36,658
+10,650
+41% +$248K ﹤0.01% 693
2025
Q4 		$603K Buy
26,008
+1,880
+8% +$43.7K ﹤0.01% 970
2025
Q3 		$557K Buy
24,128
+3,706
+18% +$83K ﹤0.01% 983
2025
Q2 		$457K Buy
20,422
+11,301
+124% +$254K ﹤0.01% 1136
2025
Q1 		$210K Sell
9,121
-10,850
-54% -$255K ﹤0.01% 1483
2024
Q4 		$472K Buy
19,971
+4,165
+26% +$99.5K ﹤0.01% 1277
2024
Q3 		$382K Buy
15,806
+3,374
+27% +$80.8K ﹤0.01% 1332
2024
Q2 		$294K Sell
12,432
-699
-5% -$16.5K ﹤0.01% 1387
2024
Q1 		$313K Sell
13,131
-2,064
-14% -$49.4K ﹤0.01% 1334
2023
Q4 		$367K Sell
15,195
-543
-3% -$12.4K ﹤0.01% 1187
2023
Q3 		$349K Buy
+15,738
New +$365K ﹤0.01% 1151

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return