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PZA icon

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

NewEdge Wealth’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 		$238K Buy
10,375
+306
+3% +$7.12K ﹤0.01% 1030
2025
Q4 		$234K Buy
10,069
+430
+4% +$10K ﹤0.01% 1110
2025
Q3 		$224K Sell
9,639
-430
-4% -$9.63K ﹤0.01% 958
2025
Q2 		$224K Hold
10,069
– – ﹤0.01% 905
2025
Q1 		$232K Sell
10,069
-4,210
-29% -$98.8K ﹤0.01% 849
2024
Q4 		$337K Hold
14,279
– – 0.01% 731
2024
Q3 		$345K Sell
14,279
-910
-6% -$21.8K 0.01% 695
2024
Q2 		$360K Hold
15,189
– – 0.01% 615
2024
Q1 		$357K Buy
+15,189
New +$364K 0.01% 630

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return