M1FG
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Mach-1 Financial Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Mach-1 Financial Group’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 		– Sell
-15,439
Closed -$356K – 411
2025
Q3 		$356K Buy
+15,439
New +$346K 0.06% 154

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

Mach-1 Financial Group's PZA Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2025, closing a stake of 15,439 shares — an estimated $356K sold.

Mach-1 Financial Group first reported a position in PZA in Q3 2025 and held it in 1 quarter. The position peaked at $356K in Q3 2025. 268 funds tracked by Wall St. Rank hold PZA as of Q4 2025.

  • Mach-1 Financial Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 15,439 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $356K.
  • Mach-1 Financial Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $356K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.