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Hicks Capital Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Hicks Capital 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
Q3 		– Sell
-28,988
Closed -$649K – 34
2025
Q2 		$649K Buy
28,988
+13,651
+89% +$307K 1.03% 20
2025
Q1 		$353K Buy
+15,337
New +$360K 0.47% 24

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hicks Capital Management's PZA Position: Q3 2025 in Review

Hicks Capital Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2025, closing a stake of 28,988 shares — an estimated $649K sold.

Hicks Capital Management first reported a position in PZA in Q1 2025 and held it in 2 quarters. The position peaked at $649K in Q2 2025. 249 funds tracked by Wall St. Rank hold PZA as of Q3 2025.

  • Hicks Capital Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Hicks Capital Management sold 28,988 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $649K.
  • Hicks Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2025 and held it in 2 quarters.
  • Hicks Capital Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $649K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Hicks Capital Management's 13F filing for Q3 2025, filed 3 Nov 2025.