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Evercore Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Evercore Wealth Management’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
2024
Q4 		– Sell
-8,393
Closed -$203K – 432
2024
Q3 		$203K Buy
+8,393
New +$201K ﹤0.01% 403
2024
Q2 		– Sell
-8,393
Closed -$200K – 430
2024
Q1 		$200K Hold
8,393
– – ﹤0.01% 406
2023
Q4 		$203K Buy
+8,393
New +$192K ﹤0.01% 407

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 $666B AUM 30.12% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Evercore Wealth Management's PZA Position: Q4 2024 in Review

Evercore Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2024, closing a stake of 8,393 shares — an estimated $203K sold.

Evercore Wealth Management first reported a position in PZA in Q4 2023 and held it in 3 quarters. The position peaked at $203K in Q4 2023. 229 funds tracked by Wall St. Rank hold PZA as of Q4 2024.

  • Evercore Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 8,393 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2024, an estimated $203K.
  • Evercore Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and held it in 3 quarters.
  • Evercore Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $203K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2024.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.