Financial Counselors Inc’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Financial Counselors Inc’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	-10,721	Closed	-$253K	–	591
2024 Q4	$253K	Buy	+10,721	New	+$256K	﹤0.01%	530
2024 Q2	–	Sell	-9,311	Closed	-$222K	–	578
2024 Q1	$222K	Buy	+9,311	New	+$223K	﹤0.01%	541

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 $7.61B AUM 16.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Counselors Inc's PZA Position: Q1 2025 in Review

Financial Counselors Inc sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2025, closing a stake of 10,721 shares — an estimated $253K sold.

Financial Counselors Inc first reported a position in PZA in Q1 2024 and held it in 2 quarters. The position peaked at $253K in Q4 2024. 213 funds tracked by Wall St. Rank hold PZA as of Q1 2025.

Financial Counselors Inc reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Financial Counselors Inc sold 10,721 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $253K.
Financial Counselors Inc first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2024 and held it in 2 quarters.
Financial Counselors Inc's Invesco National AMT-Free Municipal Bond ETF position peaked at $253K in Q4 2024.
213 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Financial Counselors Inc's 13F filing for Q1 2025, filed 29 Apr 2025.