Fortis Group Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Fortis Group Advisors’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	-33,908	Closed	-$801K	–	523
2024 Q4	$801K	Sell	33,908 -9,837	-22%	-$235K	0.15%	110
2024 Q3	$1.06M	Buy	43,745 +10,754	+33%	+$258K	0.2%	89
2024 Q2	$781K	Buy	+32,991	New	+$779K	0.16%	93

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

Fortis Group Advisors's PZA Position: Q1 2025 in Review

Fortis Group Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2025, closing a stake of 33,908 shares — an estimated $801K sold.

Fortis Group Advisors first reported a position in PZA in Q2 2024 and held it in 3 quarters. The position peaked at $1.06M in Q3 2024. 213 funds tracked by Wall St. Rank hold PZA as of Q1 2025.

Fortis Group Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Fortis Group Advisors sold 33,908 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $801K.
Fortis Group Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2024 and held it in 3 quarters.
Fortis Group Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.06M in Q3 2024.
213 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.