Parkside Financial Bank & Trust’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Parkside Financial Bank & Trust’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	$75.1K	Sell	3,267 -685	-17%	-$15.9K	0.01%	802
2025 Q4	$91.6K	Hold	3,952	–	–	0.01%	722
2025 Q3	$91.3K	Sell	3,952 -997	-20%	-$22.3K	0.01%	703
2025 Q2	$111K	Hold	4,949	–	–	0.01%	618
2025 Q1	$114K	Sell	4,949 -4,949	-50%	-$116K	0.01%	534
2024 Q4	$234K	Buy	9,898 +4,949	+100%	+$118K	0.03%	354
2024 Q3	$120K	Sell	4,949 -346	-7%	-$8.29K	0.02%	497
2024 Q2	$125K	Buy	5,295 +1,795	+51%	+$42.4K	0.02%	459
2024 Q1	$83.4K	Hold	3,500	–	–	0.01%	581
2023 Q4	$84.6K	Buy	+3,500	New	+$79.9K	0.02%	530
2023 Q2	–	Sell	-500	Closed	-$11.8K	–	2083
2023 Q1	$11.8K	Buy	+500	New	+$11.8K	﹤0.01%	1050
2021 Q1	–	Sell	-940	Closed	-$25K	–	1710
2020 Q4	$25K	Hold	940	–	–	0.01%	653
2020 Q3	$25K	Sell	940 -2,394	-72%	-$64.2K	0.01%	591
2020 Q2	$89K	Buy	3,334 +940	+39%	+$24.5K	0.03%	323
2020 Q1	$62K	Hold	2,394	–	–	0.02%	339
2019 Q4	$63K	Hold	2,394	–	–	0.02%	387
2019 Q3	$64K	Hold	2,394	–	–	0.02%	360
2019 Q2	$63K	Hold	2,394	–	–	0.02%	354
2019 Q1	$61K	Hold	2,394	–	–	0.02%	341
2018 Q4	$60K	Hold	2,394	–	–	0.02%	323
2018 Q3	$59K	Hold	2,394	–	–	0.02%	340
2018 Q2	$60K	Hold	2,394	–	–	0.02%	321
2018 Q1	$60K	Hold	2,394	–	–	0.02%	310
2017 Q4	$62K	Hold	2,394	–	–	0.02%	314
2017 Q3	$61K	Hold	2,394	–	–	0.02%	302
2017 Q2	$61K	Hold	2,394	–	–	0.03%	285
2017 Q1	$60K	Hold	2,394	–	–	0.03%	298
2016 Q4	$60K	Hold	2,394	–	–	0.03%	302
2016 Q3	$62K	Hold	2,394	–	–	0.03%	315
2016 Q2	$64K	Hold	2,394	–	–	0.03%	291
2016 Q1	$62K	Hold	2,394	–	–	0.03%	283
2015 Q4	$61K	Hold	2,394	–	–	0.03%	292
2015 Q3	$60K	Buy	+2,394	New	+$59.8K	0.03%	276

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 $7.61B AUM 16.44% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 $1.56T AUM 27.86% 1-Year Est. Return

Parkside Financial Bank & Trust's PZA Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 17% in Q1 2026, selling an estimated $15.9K and leaving 3,267 shares worth $75.1K. The position accounts for 0.01% of the portfolio, ranked #802.

Parkside Financial Bank & Trust first reported a position in PZA in Q3 2015 and has held it in 33 quarters since. The position peaked at $234K in Q4 2024. 293 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

Parkside Financial Bank & Trust held 3,267 shares of Invesco National AMT-Free Municipal Bond ETF worth $75.1K as of Q1 2026.
Parkside Financial Bank & Trust sold 685 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $15.9K.
Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #802 holding.
Parkside Financial Bank & Trust first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2015 and has held it in 33 quarters since.
Parkside Financial Bank & Trust's Invesco National AMT-Free Municipal Bond ETF position peaked at $234K in Q4 2024.
293 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.