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High Falls Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

High Falls 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
Q4 		$228K Buy
9,853
+5
+0.1% +$116 0.05% 130
2025
Q3 		$227K Buy
+9,848
New +$221K 0.05% 140

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

High Falls Advisors's PZA Position: Q4 2025 in Review

High Falls Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.05% in Q4 2025, buying an estimated $116 and bringing the position to 9,853 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #130.

High Falls Advisors first reported a position in PZA in Q3 2025 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold PZA as of Q4 2025.

  • High Falls Advisors held 9,853 shares of Invesco National AMT-Free Municipal Bond ETF worth $228K as of Q4 2025.
  • High Falls Advisors bought 5 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $116.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.05% of High Falls Advisors's portfolio in Q4 2025, its #130 holding.
  • High Falls Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.