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Modern Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Modern Wealth Management’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
Q2 		– Sell
-9,701
Closed -$224K – 798
2025
Q1 		$224K Sell
9,701
-9,252
-49% -$217K 0.01% 620
2024
Q4 		$447K Buy
+18,953
New +$453K 0.02% 382

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Modern Wealth Management's PZA Position: Q2 2025 in Review

Modern Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2025, closing a stake of 9,701 shares — an estimated $224K sold.

Modern Wealth Management first reported a position in PZA in Q4 2024 and held it in 2 quarters. The position peaked at $447K in Q4 2024. 223 funds tracked by Wall St. Rank hold PZA as of Q2 2025.

  • Modern Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Modern Wealth Management sold 9,701 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $224K.
  • Modern Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Modern Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $447K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.