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

Pineridge 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 Q3	$132K	Sell	5,707 -155	-3%	-$3.47K	0.04%	65
2025 Q2	$131K	Sell	5,862 -1,496	-20%	-$33.7K	0.05%	63
2025 Q1	$170K	Sell	7,358 -77	-1%	-$1.81K	0.07%	50
2024 Q4	$176K	Sell	7,435 -169	-2%	-$4.04K	0.07%	58
2024 Q3	$184K	Sell	7,604 -2,163	-22%	-$51.8K	0.07%	62
2024 Q2	$231K	Sell	9,767 -1,739	-15%	-$41.1K	0.08%	55
2024 Q1	$274K	Sell	11,506 -125	-1%	-$2.99K	0.1%	45
2023 Q4	$281K	Buy	+11,631	New	+$265K	0.09%	54

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pineridge Advisors's PZA Position: Q3 2025 in Review

Pineridge Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 2.6% in Q3 2025, selling an estimated $3.47K and leaving 5,707 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #65.

Pineridge Advisors first reported a position in PZA in Q4 2023 and has held it in 8 quarters since. The position peaked at $281K in Q4 2023. 249 funds tracked by Wall St. Rank hold PZA as of Q3 2025.

Pineridge Advisors held 5,707 shares of Invesco National AMT-Free Municipal Bond ETF worth $132K as of Q3 2025.
Pineridge Advisors sold 155 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $3.47K.
Invesco National AMT-Free Municipal Bond ETF made up 0.04% of Pineridge Advisors's portfolio in Q3 2025, its #65 holding.
Pineridge Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $281K in Q4 2023.
249 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.