Parcion Private Wealth
PZA icon

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

Parcion Private 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
Q3 		– Sell
-10,095
Closed -$237K – 598
2026
Q2 		$237K Sell
10,095
-1,436
-12% -$33.4K 0.01% 445
2026
Q1 		$265K Buy
11,531
+1,958
+20% +$45.6K 0.02% 361
2025
Q4 		$222K Hold
9,573
– – 0.01% 391
2025
Q3 		$221K Sell
9,573
-66,557
-87% -$1.49M 0.01% 329
2025
Q2 		$1.7M Sell
76,130
-909,085
-92% -$20.4M 0.12% 99
2025
Q1 		$22.7M Buy
985,215
+119,852
+14% +$2.81M 1.85% 14
2024
Q4 		$20.4M Buy
865,363
+41,113
+5% +$982K 1.56% 16
2024
Q3 		$19.9M Buy
824,250
+154,400
+23% +$3.7M 1.66% 12
2024
Q2 		$15.9M Buy
669,850
+181,195
+37% +$4.28M 1.45% 16
2024
Q1 		$11.6M Buy
488,655
+157,243
+47% +$3.77M 1.03% 19
2023
Q4 		$8.01M Sell
331,412
-95,798
-22% -$2.19M 0.73% 25
2023
Q3 		$9.47M Sell
427,210
-8,873
-2% -$206K 0.98% 24
2023
Q2 		$10.3M Buy
436,083
+139,486
+47% +$3.29M 1.04% 23
2023
Q1 		$7.02M Buy
+296,597
New +$6.98M 0.73% 28

Other funds holding PZA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Parcion Private Wealth's PZA Position: Q3 2026 in Review

Parcion Private Wealth sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2026, closing a stake of 10,095 shares — an estimated $237K sold.

Parcion Private Wealth first reported a position in PZA in Q1 2023 and held it in 14 quarters. The position peaked at $22.7M in Q1 2025. 203 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

  • Parcion Private Wealth reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Parcion Private Wealth sold 10,095 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $237K.
  • Parcion Private Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2023 and held it in 14 quarters.
  • Parcion Private Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $22.7M in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.