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MFG
MidWestOne Financial Group’s
Invesco National AMT-Free Municipal Bond ETF
PZA
Stock Holding History
MidWestOne 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
$1.05M
Hold
45,260
–
–
0.12%
159
2025
Q3
$1.05M
Buy
45,260
+7,760
+21%
+$174K
0.13%
152
2025
Q2
$840K
Buy
37,500
+22,500
+150%
+$506K
0.11%
173
2025
Q1
$346K
Hold
15,000
–
–
0.05%
219
2024
Q4
$354K
Buy
+15,000
New
+$358K
0.05%
229
2024
Q2
–
Sell
-33,000
Closed
-$786K
–
297
2024
Q1
$786K
Buy
+33,000
New
+$790K
0.14%
173
Other funds holding PZA
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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