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

Kolinsky 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
2024
Q4 		$488K Buy
20,665
+3,583
+21% +$85.6K 0.3% 64
2024
Q3 		$413K Buy
+17,082
New +$409K 0.27% 83

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Kolinsky Wealth Management's PZA Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 21% in Q4 2024, buying an estimated $85.6K and bringing the position to 20,665 shares worth $488K. The position accounts for 0.3% of the portfolio, ranked #64.

Kolinsky Wealth Management first reported a position in PZA in Q3 2024 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold PZA as of Q4 2024.

  • Kolinsky Wealth Management held 20,665 shares of Invesco National AMT-Free Municipal Bond ETF worth $488K as of Q4 2024.
  • Kolinsky Wealth Management bought 3,583 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2024, an estimated $85.6K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.3% of Kolinsky Wealth Management's portfolio in Q4 2024, its #64 holding.
  • Kolinsky Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.