Prospera Financial Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Prospera Financial Services’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	-10,113	Closed	-$233K	–	1345
2025 Q1	$233K	Sell	10,113 -4,100	-29%	-$96.2K	0.01%	1076
2024 Q4	$336K	Sell	14,213 -4,277	-23%	-$102K	0.01%	886
2024 Q3	$447K	Buy	18,490 +144	+0.8%	+$3.45K	0.01%	763
2024 Q2	$434K	Sell	18,346 -4,385	-19%	-$104K	0.01%	760
2024 Q1	$542K	Sell	22,731 -339	-1%	-$8.12K	0.02%	688
2023 Q4	$558K	Buy	23,070 +227	+1%	+$5.18K	0.02%	624
2023 Q3	$506K	Buy	+22,843	New	+$529K	0.02%	611
2022 Q2	–	Sell	-5,515	Closed	-$138K	–	2365
2022 Q1	$138K	Buy	+5,515	New	+$143K	0.01%	1006
2020 Q4	–	Sell	-2,369	Closed	-$63K	–	1337
2020 Q3	$63K	Buy	+2,369	New	+$63.6K	0.02%	542
2020 Q1	–	Sell	-7,695	Closed	-$204K	–	597
2019 Q4	$204K	Buy	+7,695	New	+$204K	0.02%	563

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

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

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Prospera Financial Services's PZA Position: Q2 2025 in Review

Prospera Financial Services sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2025, closing a stake of 10,113 shares — an estimated $233K sold.

Prospera Financial Services first reported a position in PZA in Q4 2019 and held it in 10 quarters. The position peaked at $558K in Q4 2023. 223 funds tracked by Wall St. Rank hold PZA as of Q2 2025.

Prospera Financial Services reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Prospera Financial Services sold 10,113 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $233K.
Prospera Financial Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and held it in 10 quarters.
Prospera Financial Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $558K in Q4 2023.
223 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Prospera Financial Services's 13F filing for Q2 2025, filed 6 Aug 2025.