Glen Eagle Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Glen Eagle 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 Q2	–	Sell	-374	Closed	-$8.62K	–	1078
2025 Q1	$8.62K	Hold	374	–	–	﹤0.01%	666
2024 Q4	$8.83K	Hold	374	–	–	﹤0.01%	675
2024 Q3	$9.03K	Hold	374	–	–	﹤0.01%	674
2024 Q2	$8.86K	Hold	374	–	–	﹤0.01%	670
2024 Q1	$8.91K	Hold	374	–	–	﹤0.01%	677
2023 Q4	$9.04K	Sell	374 -1,359	-78%	-$31K	﹤0.01%	649
2023 Q3	$38.4K	Sell	1,733 -437	-20%	-$10.1K	0.01%	413
2023 Q2	$51.2K	Hold	2,170	–	–	0.01%	375
2023 Q1	$51.4K	Hold	2,170	–	–	0.01%	366
2022 Q4	$49.8K	Hold	2,170	–	–	0.01%	360
2022 Q3	$47.9K	Hold	2,170	–	–	0.01%	355
2022 Q2	$50.9K	Hold	2,170	–	–	0.01%	368
2022 Q1	$54.1K	Hold	2,170	–	–	0.01%	367
2021 Q4	$58.8K	Hold	2,170	–	–	0.02%	351
2021 Q3	$58.3K	Hold	2,170	–	–	0.02%	352
2021 Q2	$59.2K	Hold	2,170	–	–	0.02%	349
2021 Q1	$58.1K	Hold	2,170	–	–	0.02%	322
2020 Q4	$58.8K	Hold	2,170	–	–	0.02%	305
2020 Q3	$57.8K	Hold	2,170	–	–	0.03%	284
2020 Q2	$57.6K	Hold	2,170	–	–	0.03%	269
2020 Q1	$56K	Hold	2,170	–	–	0.04%	251
2019 Q4	$57.4K	Hold	2,170	–	–	0.03%	298
2019 Q3	$57.6K	Hold	2,170	–	–	0.04%	269
2019 Q2	$56.7K	Hold	2,170	–	–	0.04%	265
2019 Q1	$55.7K	Buy	+2,170	New	+$54.7K	0.04%	259

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

Glen Eagle Advisors's PZA Position: Q2 2025 in Review

Glen Eagle Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2025, closing a stake of 374 shares — an estimated $8.62K sold.

Glen Eagle Advisors first reported a position in PZA in Q1 2019 and held it in 25 quarters. The position peaked at $59.2K in Q2 2021. 223 funds tracked by Wall St. Rank hold PZA as of Q2 2025.

Glen Eagle Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Glen Eagle Advisors sold 374 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $8.62K.
Glen Eagle Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2019 and held it in 25 quarters.
Glen Eagle Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $59.2K in Q2 2021.
223 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Glen Eagle Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.