Proquility Private Wealth Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Proquility Private Wealth Partners’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	$6.92M	Buy	300,398 +206,809	+221%	+$4.85M	2.13%	15
2024 Q4	$2.21M	Sell	93,589 -119,865	-56%	-$2.86M	0.71%	43
2024 Q3	$5.15M	Sell	213,454 -28,557	-12%	-$684K	1.65%	18
2024 Q2	$5.73M	Sell	242,011 -25,303	-9%	-$598K	1.95%	16
2024 Q1	$6.37M	Buy	267,314 +139,116	+109%	+$3.33M	2.18%	13
2023 Q4	$3.1M	Sell	128,198 -23,633	-16%	-$539K	1.18%	28
2023 Q3	$3.36M	Sell	151,831 -4,864	-3%	-$113K	1.38%	23
2023 Q2	$3.7M	Sell	156,695 -822	-0.5%	-$19.4K	1.45%	21
2023 Q1	$3.73M	Buy	157,517 +55,634	+55%	+$1.31M	1.48%	20
2022 Q4	$2.34M	Sell	101,883 -43,820	-30%	-$993K	0.96%	37
2022 Q3	$3.22M	Buy	145,703 +14,480	+11%	+$340K	1.48%	20
2022 Q2	$3.08M	Sell	131,223 -8,003	-6%	-$190K	1.32%	23
2022 Q1	$3.24M	Sell	139,226 -3,917	-3%	-$102K	1.35%	22
2021 Q4	$3.73M	Sell	143,143 -12,918	-8%	-$348K	1.31%	21
2021 Q3	$4.19M	Sell	156,061 -43,662	-22%	-$1.19M	1.59%	17
2021 Q2	$5.44M	Sell	199,723 -7,988	-4%	-$217K	2.04%	14
2021 Q1	$5.56M	Sell	207,711 -2,068	-1%	-$55.8K	2.22%	13
2020 Q4	$5.69M	Buy	+209,779	New	+$5.61M	2.6%	11

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

Proquility Private Wealth Partners's PZA Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 221% in Q1 2025, buying an estimated $4.85M and bringing the position to 300,398 shares worth $6.92M. The position accounts for 2.13% of the portfolio, ranked #15.

Proquility Private Wealth Partners first reported a position in PZA in Q4 2020 and has held it in 18 quarters since. 213 funds tracked by Wall St. Rank hold PZA as of Q1 2025.

Proquility Private Wealth Partners held 300,398 shares of Invesco National AMT-Free Municipal Bond ETF worth $6.92M as of Q1 2025.
Proquility Private Wealth Partners bought 206,809 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $4.85M.
Invesco National AMT-Free Municipal Bond ETF made up 2.13% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #15 holding.
Proquility Private Wealth Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and has held it in 18 quarters since.
213 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.