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NA
NewEdge Advisors’s
Invesco National AMT-Free Municipal Bond ETF
PZA
Stock Holding History
NewEdge 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
2026
Q1
$14.3M
Buy
624,324
+576,292
+1,200%
+$13.4M
0.05%
355
2025
Q4
$1.11M
Buy
48,032
+26,521
+123%
+$617K
﹤0.01%
1421
2025
Q3
$497K
Sell
21,511
-3,537
-14%
-$79.2K
﹤0.01%
1818
2025
Q2
$561K
Sell
25,048
-1,931
-7%
-$43.4K
﹤0.01%
1626
2025
Q1
$622K
Sell
26,979
-1,371
-5%
-$32.2K
﹤0.01%
1464
2024
Q4
$669K
Sell
28,350
-11,914
-30%
-$285K
﹤0.01%
1379
2024
Q3
$972K
Sell
40,264
-1,291
-3%
-$30.9K
0.01%
1122
2024
Q2
$984K
Buy
41,555
+1,046
+3%
+$24.7K
0.01%
1077
2024
Q1
$965K
Sell
40,509
-1,105
-3%
-$26.5K
0.01%
1016
2023
Q4
$989K
Sell
41,614
-32,799
-44%
-$748K
0.01%
936
2023
Q3
$1.65M
Sell
74,413
-2,128
-3%
-$49.3K
0.02%
663
2023
Q2
$1.81M
Buy
76,541
+1,228
+2%
+$29K
0.02%
623
2023
Q1
$1.78M
Sell
75,313
-37,754
-33%
-$888K
0.02%
574
2022
Q4
$2.55M
Sell
113,067
-45,016
-28%
-$1.02M
0.07%
290
2022
Q3
$3.49M
Sell
158,083
-83,806
-35%
-$1.97M
0.06%
305
2022
Q2
$5.67M
Sell
241,889
-162,072
-40%
-$3.85M
0.1%
213
2022
Q1
$10.1M
Sell
403,961
-16,859
-4%
-$438K
0.17%
146
2021
Q4
$11.4M
Buy
+420,820
New
+$11.3M
0.17%
129
Other funds holding PZA
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
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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