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Main Street Financial Solutions’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Main Street Financial Solutions’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
-50,013
Closed -$1.12M – 633
2025
Q2 		$1.12M Buy
50,013
+1,720
+4% +$38.7K 0.08% 210
2025
Q1 		$1.11M Buy
48,293
+11,911
+33% +$279K 0.1% 180
2024
Q4 		$859K Buy
36,382
+2,416
+7% +$57.7K 0.08% 189
2024
Q3 		$820K Buy
33,966
+5,102
+18% +$122K 0.08% 226
2024
Q2 		$684K Buy
28,864
+9,144
+46% +$216K 0.06% 258
2024
Q1 		$470K Buy
+19,720
New +$472K 0.05% 314
2022
Q2 		– Sell
-22,129
Closed -$552K – 479
2022
Q1 		$552K Sell
22,129
-280
-1% -$7.28K 0.08% 228
2021
Q4 		$608K Sell
22,409
-255,039
-92% -$6.88M 0.09% 228
2021
Q3 		$7.45M Buy
277,448
+32,794
+13% +$894K 1.15% 18
2021
Q2 		$6.67M Buy
244,654
+52,450
+27% +$1.42M 1.08% 19
2021
Q1 		$5.14M Buy
192,204
+29,433
+18% +$794K 0.92% 24
2020
Q4 		$4.41M Buy
+162,771
New +$4.36M 0.9% 26

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

Main Street Financial Solutions's PZA Position: Q3 2025 in Review

Main Street Financial Solutions sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2025, closing a stake of 50,013 shares — an estimated $1.12M sold.

Main Street Financial Solutions first reported a position in PZA in Q4 2020 and held it in 12 quarters. The position peaked at $7.45M in Q3 2021. 249 funds tracked by Wall St. Rank hold PZA as of Q3 2025.

  • Main Street Financial Solutions reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Main Street Financial Solutions sold 50,013 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $1.12M.
  • Main Street Financial Solutions first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and held it in 12 quarters.
  • Main Street Financial Solutions's Invesco National AMT-Free Municipal Bond ETF position peaked at $7.45M in Q3 2021.
  • 249 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Main Street Financial Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.