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

Francis Financial’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
-53,718
Closed -$1.24M – 98
2025
Q1 		$1.24M Buy
53,718
+18,310
+52% +$430K 0.3% 35
2024
Q4 		$836K Buy
35,408
+2,498
+8% +$59.7K 0.21% 37
2024
Q3 		$795K Buy
32,910
+355
+1% +$8.5K 0.21% 39
2024
Q2 		$771K Buy
32,555
+16,117
+98% +$381K 0.23% 38
2024
Q1 		$392K Buy
+16,438
New +$394K 0.13% 49

Other funds holding PZA

Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Francis Financial's PZA Position: Q2 2025 in Review

Francis Financial sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2025, closing a stake of 53,718 shares — an estimated $1.24M sold.

Francis Financial first reported a position in PZA in Q1 2024 and held it in 5 quarters. The position peaked at $1.24M in Q1 2025. 223 funds tracked by Wall St. Rank hold PZA as of Q2 2025.

  • Francis Financial reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Francis Financial sold 53,718 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $1.24M.
  • Francis Financial first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2024 and held it in 5 quarters.
  • Francis Financial's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.24M in Q1 2025.
  • 223 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Francis Financial's 13F filing for Q2 2025, filed 8 Aug 2025.