Orion Portfolio Solutions’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Orion Portfolio Solutions’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 Q1	–	Sell	-10,194	Closed	-$241K	–	1957
2024 Q4	$241K	Buy	+10,194	New	+$244K	﹤0.01%	1668
2020 Q3	–	Sell	-495	Closed	-$13K	–	1657
2020 Q2	$13K	Sell	495 -3	-0.6%	-$78	﹤0.01%	1107
2020 Q1	$13K	Buy	+498	New	+$13.2K	﹤0.01%	979

Other funds holding PZA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Orion Portfolio Solutions's PZA Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2025, closing a stake of 10,194 shares — an estimated $241K sold.

Orion Portfolio Solutions first reported a position in PZA in Q1 2020 and held it in 3 quarters. The position peaked at $241K in Q4 2024. 213 funds tracked by Wall St. Rank hold PZA as of Q1 2025.

Orion Portfolio Solutions reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Orion Portfolio Solutions sold 10,194 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $241K.
Orion Portfolio Solutions first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2020 and held it in 3 quarters.
Orion Portfolio Solutions's Invesco National AMT-Free Municipal Bond ETF position peaked at $241K in Q4 2024.
213 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.