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Geneos Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Geneos Wealth 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
2026
Q1 		$18.1K Buy
786
+7
+0.9% +$163 ﹤0.01% 1811
2025
Q4 		$18.1K Buy
779
+7
+0.9% +$163 ﹤0.01% 1771
2025
Q3 		$17.8K Sell
772
-65
-8% -$1.46K ﹤0.01% 1763
2025
Q2 		$18.7K Sell
837
-837
-50% -$18.8K ﹤0.01% 2058
2025
Q1 		$38.6K Buy
+1,674
New +$39.3K ﹤0.01% 2038
2024
Q1 		– Sell
-2,126
Closed -$51.4K – 2203
2023
Q4 		$51.4K Hold
2,126
– – ﹤0.01% 1051
2023
Q3 		$47.1K Hold
2,126
– – ﹤0.01% 1098
2023
Q2 		$50.2K Hold
2,126
– – ﹤0.01% 1077
2023
Q1 		$50.3K Buy
+2,126
New +$50K ﹤0.01% 1082

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 $564B 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 $431B 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 $6.83B AUM 12.51% 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 $376B 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 $1.47T AUM 27.86% 1-Year Est. Return