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

Plante Moran 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 Q1	–	Sell	-229	Closed	-$5.41K	–	928
2024 Q4	$5.41K	Hold	229	–	–	﹤0.01%	675
2024 Q3	$5.53K	Hold	229	–	–	﹤0.01%	672
2024 Q2	$5.42K	Buy	+229	New	+$5.41K	﹤0.01%	645
2021 Q4	–	Sell	-4,100	Closed	-$110K	–	1079
2021 Q3	$110K	Buy	+4,100	New	+$112K	0.02%	259
2019 Q4	–	Sell	-4,302	Closed	-$114K	–	867
2019 Q3	$114K	Sell	4,302 -201	-4%	-$5.32K	0.03%	224
2019 Q2	$118K	Buy	+4,503	New	+$117K	0.04%	204

Other funds holding PZA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Plante Moran Financial Advisors's PZA Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2025, closing a stake of 229 shares — an estimated $5.41K sold.

Plante Moran Financial Advisors first reported a position in PZA in Q2 2019 and held it in 6 quarters. The position peaked at $118K in Q2 2019. 213 funds tracked by Wall St. Rank hold PZA as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 229 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $5.41K.
Plante Moran Financial Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2019 and held it in 6 quarters.
Plante Moran Financial Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $118K in Q2 2019.
213 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.