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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MidWestOne Financial Group's PZA Position: Q4 2025 in Review

MidWestOne Financial Group held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q4 2025 at 45,260 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #159.

MidWestOne Financial Group first reported a position in PZA in Q1 2024 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold PZA as of Q4 2025.

MidWestOne Financial Group held 45,260 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.05M as of Q4 2025.
MidWestOne Financial Group left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q4 2025.
Invesco National AMT-Free Municipal Bond ETF made up 0.12% of MidWestOne Financial Group's portfolio in Q4 2025, its #159 holding.
MidWestOne Financial Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 6 quarters since.
268 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.