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

Mercer 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
-18,586
Closed -$416K – 2720
2025
Q2 		$416K Buy
18,586
+8,567
+86% +$193K ﹤0.01% 1663
2025
Q1 		$231K Sell
10,019
-2,927
-23% -$68.7K ﹤0.01% 1890
2024
Q4 		$306K Sell
12,946
-121,772
-90% -$2.91M ﹤0.01% 1733
2024
Q3 		$135K Sell
134,718
-6,485
-5% -$155K ﹤0.01% 1859
2024
Q2 		$141K Buy
141,203
+3,068
+2% +$72.5K ﹤0.01% 1840
2024
Q1 		$138K Sell
138,135
-8,980
-6% -$215K ﹤0.01% 1832
2023
Q4 		$3.56M Buy
147,115
+60,746
+70% +$1.39M 0.01% 560
2023
Q3 		$1.91M Sell
86,369
-29,623
-26% -$686K 0.01% 719
2023
Q2 		$2.74M Sell
115,992
-36,138
-24% -$852K 0.01% 626
2023
Q1 		$3.6M Sell
152,130
-143,730
-49% -$3.38M 0.02% 507
2022
Q4 		$6.79M Sell
295,860
-88,973
-23% -$2.02M 0.03% 356
2022
Q3 		$8.5M Sell
384,833
-14,201
-4% -$333K 0.05% 261
2022
Q2 		$9.35M Buy
399,034
+211,540
+113% +$5.02M 0.06% 240
2022
Q1 		$4.67M Buy
187,494
+53,857
+40% +$1.4M 0.03% 404
2021
Q4 		$3.62M Buy
133,637
+60,072
+82% +$1.62M 0.02% 449
2021
Q3 		$1.98M Sell
73,565
-2,489
-3% -$67.9K 0.01% 618
2021
Q2 		$2.07M Buy
76,054
+934
+1% +$25.3K 0.02% 555
2021
Q1 		$2.01M Buy
+75,120
New +$2.03M 0.02% 520
2020
Q1 		– Sell
-7,593
Closed -$201K – 1219
2019
Q4 		$201K Hold
7,593
– – ﹤0.01% 1085
2019
Q3 		$201K Sell
7,593
-2,345
-24% -$62.1K ﹤0.01% 1034
2019
Q2 		$260K Hold
9,938
– – 0.01% 930
2019
Q1 		$255K Buy
+9,938
New +$250K 0.01% 886

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

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

Mercer Global Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2025, closing a stake of 18,586 shares — an estimated $416K sold.

Mercer Global Advisors first reported a position in PZA in Q1 2019 and held it in 22 quarters. The position peaked at $9.35M in Q2 2022. 249 funds tracked by Wall St. Rank hold PZA as of Q3 2025.

  • Mercer Global Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 18,586 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $416K.
  • Mercer Global Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2019 and held it in 22 quarters.
  • Mercer Global Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $9.35M in Q2 2022.
  • 249 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.