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Prelude Capital Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Prelude Capital Management’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 		– Sell
-56,750
Closed -$1.31M – 1508
2025
Q3 		$1.31M Buy
+56,750
New +$1.27M 0.1% 246
2018
Q1 		– Sell
-29
Closed -$1K – 1680
2017
Q4 		$1K Buy
+29
New +$744 ﹤0.01% 1308

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Prelude Capital Management's PZA Position: Q4 2025 in Review

Prelude Capital Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2025, closing a stake of 56,750 shares — an estimated $1.31M sold.

Prelude Capital Management first reported a position in PZA in Q4 2017 and held it in 2 quarters. The position peaked at $1.31M in Q3 2025. 268 funds tracked by Wall St. Rank hold PZA as of Q4 2025.

  • Prelude Capital Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Prelude Capital Management sold 56,750 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $1.31M.
  • Prelude Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 2 quarters.
  • Prelude Capital Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.31M in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Prelude Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.