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Pathway Financial Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Pathway Financial Advisors’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
Q2 		– Sell
-8,909
Closed -$205K – 166
2025
Q1 		$205K Buy
+8,909
New +$209K 0.04% 163

Other funds holding PZA

Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pathway Financial Advisors's PZA Position: Q2 2025 in Review

Pathway Financial Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2025, closing a stake of 8,909 shares — an estimated $205K sold.

Pathway Financial Advisors first reported a position in PZA in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 223 funds tracked by Wall St. Rank hold PZA as of Q2 2025.

  • Pathway Financial Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Pathway Financial Advisors sold 8,909 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $205K.
  • Pathway Financial Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Pathway Financial Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $205K in Q1 2025.
  • 223 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Pathway Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.