Nations Financial Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Nations 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
2024 Q4	–	Sell	-10,922	Closed	-$264K	–	703
2024 Q3	$264K	Hold	10,922	–	–	0.02%	587
2024 Q2	$259K	Hold	10,922	–	–	0.02%	560
2024 Q1	$260K	Sell	10,922 -795	-7%	-$19K	0.02%	553
2023 Q4	$283K	Hold	11,717	–	–	0.03%	529
2023 Q3	$260K	Buy	11,717 +127	+1%	+$2.94K	0.03%	520
2023 Q2	$274K	Hold	11,590	–	–	0.03%	528
2023 Q1	$274K	Hold	11,590	–	–	0.03%	510
2022 Q4	$266K	Hold	11,590	–	–	0.03%	494
2022 Q3	$256K	Buy	+11,590	New	+$272K	0.04%	429
2022 Q1	–	Sell	-7,990	Closed	-$217K	–	557
2021 Q4	$217K	Hold	7,990	–	–	0.03%	451
2021 Q3	$215K	Buy	+7,990	New	+$218K	0.03%	414

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Nations Financial Group's PZA Position: Q4 2024 in Review

Nations Financial Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2024, closing a stake of 10,922 shares — an estimated $264K sold.

Nations Financial Group first reported a position in PZA in Q3 2021 and held it in 11 quarters. The position peaked at $283K in Q4 2023. 229 funds tracked by Wall St. Rank hold PZA as of Q4 2024.

Nations Financial Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Nations Financial Group sold 10,922 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2024, an estimated $264K.
Nations Financial Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2021 and held it in 11 quarters.
Nations Financial Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $283K in Q4 2023.
229 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2024.

Based on Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.