Prudential Financial
PZA icon

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

Prudential Financial’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
2024
Q4 		– Sell
-107,854
Closed -$2.6M – 2593
2024
Q3 		$2.6M Buy
107,854
+22,075
+26% +$529K ﹤0.01% 1335
2024
Q2 		$2.03M Buy
85,779
+39,182
+84% +$926K ﹤0.01% 1426
2024
Q1 		$1.11M Buy
46,597
+21,455
+85% +$514K ﹤0.01% 1765
2023
Q4 		$608K Sell
25,142
-12,311
-33% -$281K ﹤0.01% 2059
2023
Q3 		$830K Sell
37,453
-12,697
-25% -$294K ﹤0.01% 1847
2023
Q2 		$1.18M Buy
50,150
+89
+0.2% +$2.1K ﹤0.01% 1724
2023
Q1 		$1.18M Buy
50,061
+86
+0.2% +$2.02K ﹤0.01% 1650
2022
Q4 		$1.15M Sell
49,975
-25,363
-34% -$574K ﹤0.01% 1632
2022
Q3 		$1.67M Buy
75,338
+1,526
+2% +$35.8K ﹤0.01% 1442
2022
Q2 		$1.72M Buy
73,812
+54,633
+285% +$1.3M ﹤0.01% 1477
2022
Q1 		$479K Buy
19,179
+8,255
+76% +$215K ﹤0.01% 2221
2021
Q4 		$294K Buy
10,924
+89
+0.8% +$2.4K ﹤0.01% 2402
2021
Q3 		$294K Buy
10,835
+494
+5% +$13.5K ﹤0.01% 2332
2021
Q2 		$282K Sell
10,341
-6,409
-38% -$174K ﹤0.01% 2336
2021
Q1 		$448K Buy
16,750
+1,059
+7% +$28.6K ﹤0.01% 2165
2020
Q4 		$425K Sell
15,691
-347
-2% -$9.29K ﹤0.01% 2124
2020
Q3 		$427K Buy
16,038
+5,426
+51% +$146K ﹤0.01% 2014
2020
Q2 		$282K Buy
+10,612
New +$276K ﹤0.01% 2128

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Prudential Financial's PZA Position: Q4 2024 in Review

Prudential Financial sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2024, closing a stake of 107,854 shares — an estimated $2.6M sold.

Prudential Financial first reported a position in PZA in Q2 2020 and held it in 18 quarters. The position peaked at $2.6M in Q3 2024. 229 funds tracked by Wall St. Rank hold PZA as of Q4 2024.

  • Prudential Financial reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 107,854 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2024, an estimated $2.6M.
  • Prudential Financial first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2020 and held it in 18 quarters.
  • Prudential Financial's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.6M in Q3 2024.
  • 229 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.