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Lebenthal Global Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Lebenthal Global 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
Q3 		– Sell
-72,197
Closed -$1.62M – 210
2025
Q2 		$1.62M Buy
72,197
+17,091
+31% +$384K 0.3% 51
2025
Q1 		$1.27M Sell
55,106
-36,834
-40% -$864K 0.24% 58
2024
Q4 		$2.17M Buy
91,940
+4,056
+5% +$96.9K 0.4% 41
2024
Q3 		$2.12M Sell
87,884
-5,938
-6% -$142K 0.43% 31
2024
Q2 		$2.22M Sell
93,822
-3,910
-4% -$92.4K 0.49% 27
2024
Q1 		$2.33M Sell
97,732
-607
-0.6% -$14.5K 0.52% 27
2023
Q4 		$2.38M Sell
98,339
-24,312
-20% -$555K 0.55% 28
2023
Q3 		$2.72M Buy
122,651
+38,285
+45% +$887K 0.82% 20
2023
Q2 		$1.99M Sell
84,366
-9,238
-10% -$218K 0.58% 21
2023
Q1 		$2.22M Buy
93,604
+866
+0.9% +$20.4K 0.68% 18
2022
Q4 		$2.13M Buy
92,738
+66,362
+252% +$1.5M 0.7% 18
2022
Q3 		$582K Sell
26,376
-95
-0.4% -$2.23K 0.27% 46
2022
Q2 		$620K Sell
26,471
-649
-2% -$15.4K 0.3% 49
2022
Q1 		$676K Buy
27,120
+1,322
+5% +$34.4K 0.29% 60
2021
Q4 		$699K Buy
25,798
+498
+2% +$13.4K 0.28% 47
2021
Q3 		$679K Buy
25,300
+345
+1% +$9.41K 0.43% 42
2021
Q2 		$680K Sell
24,955
-7,447
-23% -$202K 0.37% 44
2021
Q1 		$867K Buy
32,402
+653
+2% +$17.6K 0.53% 23
2020
Q4 		$860K Buy
+31,749
New +$850K 0.61% 14

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
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

Lebenthal Global Advisors's PZA Position: Q3 2025 in Review

Lebenthal Global Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2025, closing a stake of 72,197 shares — an estimated $1.62M sold.

Lebenthal Global Advisors first reported a position in PZA in Q4 2020 and held it in 19 quarters. The position peaked at $2.72M in Q3 2023. 249 funds tracked by Wall St. Rank hold PZA as of Q3 2025.

  • Lebenthal Global Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 72,197 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $1.62M.
  • Lebenthal Global Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and held it in 19 quarters.
  • Lebenthal Global Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.72M in Q3 2023.
  • 249 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Lebenthal Global Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.