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First United Bank & Trust’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

First United Bank & Trust’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 		$206K Sell
8,961
-3,425
-28% -$79.7K 0.07% 145
2025
Q4 		$287K Sell
12,386
-1,825
-13% -$42.5K 0.09% 130
2025
Q3 		$328K Sell
14,211
-3,850
-21% -$86.3K 0.11% 125
2025
Q2 		$404K Sell
18,061
-5,085
-22% -$114K 0.14% 108
2025
Q1 		$533K Buy
23,146
+1,350
+6% +$31.7K 0.2% 89
2024
Q4 		$515K Buy
21,796
+4,055
+23% +$96.9K 0.19% 96
2024
Q3 		$428K Sell
17,741
-1,454
-8% -$34.8K 0.15% 107
2024
Q2 		$455K Buy
19,195
+430
+2% +$10.2K 0.17% 103
2024
Q1 		$447K Sell
18,765
-2,255
-11% -$54K 0.17% 105
2023
Q4 		$508K Buy
21,020
+8,340
+66% +$190K 0.2% 100
2023
Q3 		$281K Buy
12,680
+1,045
+9% +$24.2K 0.13% 120
2023
Q2 		$274K Sell
11,635
-1,100
-9% -$25.9K 0.12% 125
2023
Q1 		$302K Sell
12,735
-150
-1% -$3.53K 0.14% 118
2022
Q4 		$295K Sell
12,885
-16,445
-56% -$372K 0.14% 115
2022
Q3 		$647K Buy
29,330
+1,840
+7% +$43.2K 0.33% 79
2022
Q2 		$644K Sell
27,490
-12,725
-32% -$302K 0.3% 86
2022
Q1 		$1M Sell
40,215
-12,840
-24% -$334K 0.39% 69
2021
Q4 		$1.44M Sell
53,055
-42,205
-44% -$1.14M 0.53% 58
2021
Q3 		$2.56M Buy
95,260
+8,545
+10% +$233K 1.04% 30
2021
Q2 		$2.36M Buy
86,715
+13,137
+18% +$356K 0.99% 31
2021
Q1 		$1.97M Buy
73,578
+7,775
+12% +$210K 0.84% 41
2020
Q4 		$1.78M Buy
65,803
+12,170
+23% +$326K 0.86% 40
2020
Q3 		$1.43M Buy
53,633
+25,040
+88% +$672K 0.8% 44
2020
Q2 		$759K Sell
28,593
-9,660
-25% -$252K 0.45% 70
2020
Q1 		$987K Sell
38,253
-1,167
-3% -$30.8K 0.71% 49
2019
Q4 		$1.04M Buy
39,420
+6,910
+21% +$183K 0.6% 58
2019
Q3 		$863K Buy
32,510
+4,355
+15% +$115K 0.54% 62
2019
Q2 		$735K Buy
28,155
+3,975
+16% +$103K 0.43% 71
2019
Q1 		$620K Sell
24,180
-1,630
-6% -$41.1K 0.38% 80
2018
Q4 		$644K Sell
25,810
-2,240
-8% -$55.3K 0.45% 71
2018
Q3 		$695K Sell
28,050
-120
-0.4% -$3.01K 0.44% 73
2018
Q2 		$707K Sell
28,170
-12,160
-30% -$305K 0.47% 69
2018
Q1 		$1.01M Buy
40,330
+3,170
+9% +$80.1K 0.67% 59
2017
Q4 		$959K Buy
37,160
+2,155
+6% +$55.3K 0.63% 59
2017
Q3 		$894K Buy
35,005
+2,870
+9% +$73.5K 0.6% 60
2017
Q2 		$817K Buy
32,135
+2,940
+10% +$74.5K 0.55% 65
2017
Q1 		$730K Buy
29,195
+1,210
+4% +$30.3K 0.51% 66
2016
Q4 		$696K Buy
27,985
+1,165
+4% +$29.4K 0.52% 61
2016
Q3 		$698K Buy
26,820
+12,070
+82% +$317K 0.58% 60
2016
Q2 		$391K Buy
14,750
+6,430
+77% +$168K 0.34% 75
2016
Q1 		$214K Buy
+8,320
New +$213K 0.2% 83

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $7.61B AUM 16.44% 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 $377B 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 $1.56T AUM 27.86% 1-Year Est. Return

First United Bank & Trust's PZA Position: Q1 2026 in Review

First United Bank & Trust reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 28% in Q1 2026, selling an estimated $79.7K and leaving 8,961 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #145.

First United Bank & Trust first reported a position in PZA in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.56M in Q3 2021. 293 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • First United Bank & Trust held 8,961 shares of Invesco National AMT-Free Municipal Bond ETF worth $206K as of Q1 2026.
  • First United Bank & Trust sold 3,425 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $79.7K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.07% of First United Bank & Trust's portfolio in Q1 2026, its #145 holding.
  • First United Bank & Trust first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • First United Bank & Trust's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.56M in Q3 2021.
  • 293 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on First United Bank & Trust's 13F filing for Q1 2026, filed 21 Apr 2026.