Passumpsic Savings Bank’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Passumpsic Savings Bank’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 Q4	$273K	Buy	+11,790	New	+$274K	0.15%	81
2024 Q4	$304K	Buy	12,865 +1,300	+11%	+$31.1K	0.19%	74
2024 Q3	$279K	Hold	11,565	–	–	0.18%	75
2024 Q2	$274K	Hold	11,565	–	–	0.2%	74
2024 Q1	$276K	Buy	+11,565	New	+$277K	0.18%	92

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RBA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Passumpsic Savings Bank's PZA Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2025: 11,790 shares worth $273K. The stake represents 0.15% of the portfolio and ranks #81 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in PZA as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in PZA in Q1 2024 and has held it in 5 quarters since. The position peaked at $304K in Q4 2024. 268 funds tracked by Wall St. Rank hold PZA as of Q4 2025.

Passumpsic Savings Bank held 11,790 shares of Invesco National AMT-Free Municipal Bond ETF worth $273K as of Q4 2025.
Invesco National AMT-Free Municipal Bond ETF was a new Passumpsic Savings Bank position in Q4 2025.
Invesco National AMT-Free Municipal Bond ETF made up 0.15% of Passumpsic Savings Bank's portfolio in Q4 2025, its #81 holding.
Passumpsic Savings Bank first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 5 quarters since.
Passumpsic Savings Bank's Invesco National AMT-Free Municipal Bond ETF position peaked at $304K in Q4 2024.
268 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.