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FPB
First PREMIER Bank’s
Invesco National AMT-Free Municipal Bond ETF
PZA
Stock Holding History
First PREMIER Bank’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
$23K
Hold
1,000
–
–
0.01%
265
2025
Q4
$23K
Hold
1,000
–
–
0.01%
271
2025
Q3
$23K
Hold
1,000
–
–
0.01%
277
2025
Q2
$22K
Hold
1,000
–
–
0.01%
277
2025
Q1
$23K
Hold
1,000
–
–
0.01%
271
2024
Q4
$24K
Hold
1,000
–
–
0.01%
260
2024
Q3
$24K
Hold
1,000
–
–
0.01%
277
2024
Q2
$24K
Hold
1,000
–
–
0.01%
256
2024
Q1
$24K
Hold
1,000
–
–
0.01%
260
2023
Q4
$24K
Hold
1,000
–
–
0.01%
252
2023
Q3
$22K
Hold
1,000
–
–
0.01%
256
2023
Q2
$24K
Hold
1,000
–
–
0.01%
276
2023
Q1
$24K
Hold
1,000
–
–
0.01%
296
2022
Q4
$23K
Hold
1,000
–
–
0.01%
287
2022
Q3
$22K
Sell
1,000
-2,400
-71%
-$56.3K
0.01%
288
2022
Q2
$80K
Hold
3,400
–
–
0.02%
197
2022
Q1
$85K
Buy
+3,400
New
+$88.4K
0.02%
190
Other funds holding PZA
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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