Flaharty Asset Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Flaharty Asset 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 Q2	–	Sell	-1,951	Closed	-$45K	–	396
2025 Q1	$45K	Buy	+1,951	New	+$45.8K	0.01%	230
2024 Q4	–	Sell	-982	Closed	-$23.7K	–	349
2024 Q3	$23.7K	Buy	+982	New	+$23.5K	﹤0.01%	266
2023 Q4	–	Sell	-439	Closed	-$9.73K	–	365
2023 Q3	$9.73K	Buy	+439	New	+$10.2K	﹤0.01%	312

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Flaharty Asset Management's PZA Position: Q2 2025 in Review

Flaharty Asset Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2025, closing a stake of 1,951 shares — an estimated $45K sold.

Flaharty Asset Management first reported a position in PZA in Q3 2023 and held it in 3 quarters. The position peaked at $45K in Q1 2025. 223 funds tracked by Wall St. Rank hold PZA as of Q2 2025.

Flaharty Asset Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 1,951 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $45K.
Flaharty Asset Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2023 and held it in 3 quarters.
Flaharty Asset Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $45K in Q1 2025.
223 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.