Rede Wealth’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Rede Wealth’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 Q3	–	Sell	-12,082	Closed	-$271K	–	160
2025 Q2	$271K	Hold	12,082	–	–	0.1%	96
2025 Q1	$278K	Hold	12,082	–	–	0.1%	85
2024 Q4	$285K	Sell	12,082 -1,959	-14%	-$46.8K	0.11%	89
2024 Q3	$339K	Sell	14,041 -3,190	-19%	-$76.4K	0.13%	74
2024 Q2	$408K	Sell	17,231 -502	-3%	-$11.9K	0.38%	58
2024 Q1	$423K	Sell	17,733 -1,031	-5%	-$24.7K	0.18%	56
2023 Q4	$454K	Buy	18,764 +2,422	+15%	+$55.3K	0.22%	54
2023 Q3	$362K	Buy	+16,342	New	+$379K	0.18%	50

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rede Wealth's PZA Position: Q3 2025 in Review

Rede Wealth sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2025, closing a stake of 12,082 shares — an estimated $271K sold.

Rede Wealth first reported a position in PZA in Q3 2023 and held it in 8 quarters. The position peaked at $454K in Q4 2023. 249 funds tracked by Wall St. Rank hold PZA as of Q3 2025.

Rede Wealth reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Rede Wealth sold 12,082 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $271K.
Rede Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2023 and held it in 8 quarters.
Rede Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $454K in Q4 2023.
249 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Rede Wealth's 13F filing for Q3 2025, filed 29 Oct 2025.