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

Evermay 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
2025
Q1 		– Sell
-454
Closed -$10.7K – 601
2024
Q4 		$10.7K Buy
+454
New +$10.8K ﹤0.01% 441

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Evermay Wealth Management's PZA Position: Q1 2025 in Review

Evermay Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2025, closing a stake of 454 shares — an estimated $10.7K sold.

Evermay Wealth Management first reported a position in PZA in Q4 2024 and held it in 1 quarter. The position peaked at $10.7K in Q4 2024. 213 funds tracked by Wall St. Rank hold PZA as of Q1 2025.

  • Evermay Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 454 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $10.7K.
  • Evermay Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Evermay Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $10.7K in Q4 2024.
  • 213 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.