Luther King Capital Management (LKCM)
PZA icon

Luther King Capital Management (LKCM)’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Luther King Capital Management (LKCM)’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
2026
Q2 		– Hold
0
– – – 447
2026
Q1 		– Hold
0
– – – 436
2025
Q4 		– Hold
0
– – – 440
2025
Q3 		– Hold
0
– – – 443
2025
Q2 		– Hold
0
– – – 436
2025
Q1 		– Hold
0
– – – 415
2024
Q4 		– Hold
0
– – – 408
2024
Q3 		– Hold
0
– – – 267
2024
Q2 		– Hold
0
– – – 267
2024
Q1 		– Hold
0
– – – 250
2023
Q4 		– Hold
0
– – – 243
2023
Q3 		– Hold
0
– – – 251
2023
Q2 		– Hold
0
– – – 258
2023
Q1 		– Hold
0
– – – 238
2022
Q4 		– Hold
0
– – – 228

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM